How to work with controls

Configure Controls at Workspace Level:

Define controls (name, key, type, logic) in your workspace settings.

Navigate to your settings, then under Controls, you are able to choose between a manual control, an automated control using logics, or an automated control using code.

Assign Controls via Templates:

Add controls to case templates, so they are applied consistently to relevant cases.

Navigate to Templates, choose a a template, then add Controls on the dedicated tab.

Completion Tracking:

Each control's completion state ("incomplete" or "completed") is tracked for every case.

• Manual controls require explicit completion by an analyst.
• Automated controls are evaluated automatically when case data changes.

Approval Enforcement:

Cases cannot be approved (manually or automatically) until all assigned controls are completed. This ensures every case meets your compliance policy.

Audit & History:

All control updates and overrides are recorded in the case's activity log for auditability.