Controls

Creating Controls and Tasks

title: Creating Controls and Tasks description: Learn how to create controls and add tasks and tests to them sidebar_position: 3

Creating Controls and Tasks

Adding controls

Creating a new control

  1. Go to the Controls page via the main menu
  2. Click "Add control" top right in the overview
  3. The add form opens where you can fill in control information
Create a new control

Filling in control information

Required fields:

  • Name - Choose a clear, descriptive name for the control measure

Optional fields:

  • Custom ID - Your own reference number (useful for linking with external systems)
  • Assign owner - Select the responsible person from the dropdown
  • Description - Explain what this control does and why it's important
Tip

Clear naming: Use names that directly indicate what the control achieves as an outcome, such as "Information security policy established".

Saving the control

  1. Check all filled information
  2. Click "Create" to create the control
  3. The new control appears in your overview with status "Undetermined" (gray)

Adding control activities

Creating manual tasks

  1. Go to the Controls page (or the Tasks page) via the main menu
  2. Click "Add Task" top right in the overview
  3. The add form opens where you can fill in task information
Creating a new task

Configuring tests

Opening control details:

  1. Click on a control name in the overview
  2. Click on the gear icon top right in the newly opened sidepanel
  3. The control details page opens with various tabs
  4. Details tab contains all basic information and settings
Control details page

Linking available Tests:

  1. Find "Tests" section in control details
  2. Select the text field to see available tests
  3. Choose relevant tests for this control, or:
  4. Search tests by entering the test name in the text field

Available test types:

  • Policy compliance tests - Policy approval compliance
  • Other Tidal tests - Monitoring quality of input in Tidal, with checks on Control compliance, and correct entry of Risks and assets
  • Integrations with external software - Monitoring cloud security configurations, user rights, encryption, backup etc.
Info

Test requirements: Automated tests require working integrations with external systems. Check integration status before linking tests.

Setup instructions can be found in Integrations

Linking plans

What are plans? Plans determine when and how often tasks are automatically created for control validation. These "Plans" are particularly suitable for setting up periodically recurring tasks and automatically assigning them to control executors.

Opening control details:

  1. Click on a control name in the overview
  2. Click on the gear icon top right in the newly opened sidepanel
  3. The control details page opens with various tabs
Control details page

Linking a plan:

  1. Go to "Plans" tab of the control
  2. Select relevant plan from available schedules
  3. Automatic task creation starts according to plan frequency and schedule

Most common Plan types:

  • Monthly Monitoring - Monthly checks
  • Quarterly Testing - Quarterly validation
  • Annual Review / Audit - Annual control assessments
Warning

Plan overload: Avoid assigning multiple plans to one control. This leads to excessive tasks and confusion about deadlines.

Next
Editing and managing controls