Choosing Entities

Select all target entities you want to evaluate against risk and controls. The entity is automatically assessed using the select controls and questionnaires when you launch the program. 

You can assign controls and questionnaires to the following:

  • Dynamic groups. Sort entities automatically based on attributes. Entities are added and removed as their configurations are updated. When a new entity is added to the group, you can configure an assessment to automatically launch as long as the program is open or when the program recurs.

  • Individual entities. Selects a specific entity only. The select entity is assessed against the selected controls.

To select entities

  1. To add a specific entity, select a dynamic group to display a list of entities in Entities pane, select an entity and click the arrow button.
  2. To add a dynamic group, expand the top-level group, select a group checkbox and click the arrow button.

The entities move to the selected list.