Controls are stored at the client level in the Controls menu and then referenced within engagements' sheets. Here’s how to handle some common scenarios with changing controls and mappings in your sheet and control library.
Open the control linked to a sheet row
To open the control linked to a sheet row, right-click the control from the Control Activity column and select Open Control.
This opens the control from the library where you can add or remove saved mappings.
Pull framework sections and controls into a sheet
If your sheet is connected to a framework, you can use the Additional Data button to pull sections and controls from your client's library into the sheet that aren't yet included.
To open the menu, click Additional Data at the top of the sheet. The button label includes a count of items available to add. The menu can include:
Unmapped Controls: controls that don't yet have any mappings in this sheet.
Additional Sections: sections from the framework that aren't yet added to the sheet.
Additional Controls: controls that already have mappings elsewhere but aren't yet included in this sheet.
Add additional controls to a sheet
To add controls that already have mappings but aren't yet part of the sheet:
Open the Additional Data menu and select Additional Controls. This menu lists the available controls grouped by criteria.
Uncheck any controls you don't want to add. All controls are selected by default.
Click Add Controls.
If there are multiple rows with the same control, you can optionally sync them together.
Fieldguide adds the selected controls to the sheet as new rows, without overriding any existing data. Because controls are added as rows, the same control can be added to multiple sections.
Change a control mapping and move a row
To change a control's mapping and move it to a different sheet section, follow these steps:
Open the control.
Add the new mapping and remove the previous mapping.
Move the row to the correct section in your sheet.
Remove a control mapping from a sheet
To remove a control mapping from a sheet, follow these steps:
Open the control and remove the mapping.
Check if the sheet row is synced with another row. If it is, disable the sync.
Remove any sign offs on the row.
Delete the row.
Delete a control from the library and sheet
First, delete the control from your controls library. Then, follow these steps to delete the row from your sheet:
Check if the row is synced with another row. If it is, disable the sync.
Remove any sign offs on the row.
Delete the row.
Add multiple tests to one control
If a control has more than one test, create an additional sheet row with the same control.
If the control should be mapped to multiple criteria in your sheet, you’ll need to create the additional row under each of these sections, and then sync the row to any others that should share the same test.
For example: every instance of the row CC1.1a should be synced to CCx.xa, and every instance of CC1.1b should be synced to CCx.xb, and so on.