Mass-Edit Advanced Controls

You can modify certain settings for multiple controls at once. These settings include priority, status, comments, perspective values, worklist assignment, additional-information fields, and related records.

1. Select controls you want to modify on the Controls page. You may work with your complete list of controls, or set search parameters to filter it, then work with the filtered list. In either case, you can:

   • Select a continuous set of controls. Click the first control, hold down the Shift key, and click the last.

   • Select a discontinuous set. Hold down the Ctrl key as you click controls.

2. Select the Edit icon. A Mass Edit page opens.

3. Modify any or all of the following:

   • Enter a new value for priority (a number value), status (Active or Inactive), or comment. You can also view or add attachments. The controls retain their original values for any of these fields you don't edit.

   • In each of the Control Perspective Assignment and Result Perspective Assignment panels, select perspective values to be added to, or removed from, those already in place for each control you're editing. Control perspectives apply to the controls you're editing, and result perspectives apply to incidents they generate.

   • Decide whether to select a result investigator to receive worklist notifications. By default, the field is blank. If you make no selection, each control retains the result investigator originally assigned to it. Or, a control adopts the All Eligible Users value if its original investigator has been invalidated. If you make a selection, it applies to all the controls you're editing.

   • If descriptive flexfield segments have been defined for the Advanced Control object, these appear as fields in an Additional Information panel. For each field, any value you enter applies to all the controls you're editing. Or, if you make no selection a field, each control retains the value originally set for the field.

   • In a Related Records panel, select Process, Risk, and Control object records to be added to, or removed from, those already selected for each control you're editing. Incidents generated by each advanced control are associated with these object records.

   Your selection of controls may include both incident and data-set controls. Your edits of result-perspective assignments, worklist-notification assignments, and related records are accepted for incident controls, but ignored for data-set controls.

4. To complete the edits, click the Submit button.