Assign control

To assign users to a new control go to “Control Management” in the left menu. Click on “Create new control” in the upper right corner and go to “Assign”.

Assign responsible:
To assign user responsible to your control go to the “Assign” section. Click on “Add a responsible” and type in a user or a user group. You can easily create a new user if the one you need has not been created yet. When clicking on “Add a responsible” you can click on “Create new user”.

A control will be inactive until it has been assigned to a user. It is possible to assign one or more users or groups to the control.

Please note that users do not get a new e-mail notification if you edit the control on the same day the control was sent. If you need to send the control again without changing the due date you must remove the users, save the control, and reassign the users. After reassigning the users, the control will be sent again.

Assign reviewer:
To assign a reviewer to your control, type in a user under “Reviewer”. To assign a reviewer, you must assign a responsible first. You can not assign a reviewer without a responsible.

The reviewer receives an e-mail that lets the reviewer know that they have been given the task. When the control has been completed, the reviewer will be asked to confirm or reject the control after the completed review. It is optional to assign a reviewer.

It is possible to assign a second reviewer for a 4-eyes-review. When the review has been completed by the first reviewer, the control will be sent to the second reviewer.

You can require assignees and reviewers to login to the application before completing the control.

Check the box if you want to make sure that your assignees and reviewers are valid users in the application. Assignees and reviewers from outside your organization cannot complete the control when you check this box.