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. To map controls to specific entities, click Advanced Mapping.

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: Select a specific entity only. The selected entity is assessed against the selected controls.

To select entities:

  1. Add a specific entity or a dynamic group: 
    • Specific entity: 
      • Select a dynamic group.
      •  Select an entity from the Entities pane.
      • Click the arrow button.
    • Dynamic group: 
      • Expand the top-level group.
      • Select a group checkbox. 
      • Click the arrow button.