Linking entities to Master Controls, a process known as "mapping" in BoardX, is crucial for setting up an effective compliance management system. This process ensures responsibilities are assigned by linking specific organisational entities or groups to designated compliance goals. Once entities are connected, BoardX automatically generates related controls in draft mode, enabling necessary adjustments to tailor them to meet compliance requirements. Here are two different ways to map your Master Controls.
Bulk Mapping Master Controls (Recommended)
Linking Entities (Roles) or Entity Groups to Multiple Master Controls
Navigate to the GRC List:
Go to the GRC List from the left-hand navigation bar on the main interface.
Open Master Controls:
Click on 'Master Controls' to access the list.
Filter Master Controls:
Use filters to narrow down the Master Controls based on your specific needs.
Note: If working within a single Authority Framework, directly access it from the Dashboard and click the 'Master Controls' tab within that framework.
Select Master Controls
Check the checkboxes next to the unmapped Master Controls you wish to link.
Initiate Linking:
Click 'Action' in the top right corner.
Select 'Link Entity and Entity Groups'.
Choose Entity or Entity Group:
On the landing page, click the rectangle for either an entity or entity group. The selected option will be highlighted in orange.
Confirm Selection:
Check the checkbox next to the Entity (Role) or Entity Group you want to link
Finalize Linking:
Click 'Add' to establish the link.
If an entity group is added, decide whether to generate controls only for the group owner by checking the appropriate checkbox.
Mapping Individual Master Control:
Select a Master Control - There are multiple pathways to access Master Controls
From Citations
Navigate to the citation page where you can view various citations listed.
Select the desired Compliance Objective directly from this page.
From GRC List
Click on the 'GRC List' located on the left-hand navigation bar of the main interface.
Select 'Master Controls' to view a list
From Authority Framework
Access the dashboard and enter an Authority Framework.
Click on the 'Master Controls' tab within the framework to see and select from the Master Control associated with that particular framework.
Click on the Entities Tab
Once a Master Control is selected, navigate to the 'Entities Tab' within the objective’s details.
Choose Entities or Entity Groups:
Select between Entities or Entity Groups by clicking on the corresponding rectangles; selected items will be highlighted in orange.
Finalising the Link:
Click the orange button Link
In the pop-up window, check the checkboxes next to the entities or groups of your choice.
Click 'Add' to finalise the linking process.
If an entity group is added, decide whether to generate controls only for the group owner by checking the appropriate checkbox.
