# Getting started with Controls

> What controls are in Tidal Control and how to use the Controls page. What the table columns and status colours mean, the progress indicator, and how to filter.

Source: https://tidalcontrol.com/docs/controls/getting-started

The Controls page lists every security measure your organisation has in place, with a compliance status per control that Tidal calculates from its tasks, tests, and assessments. This article covers reading that overview: what the columns and status dots mean, and how to search and filter it.

## Navigating the Controls page

The overview opens on your active controls, with three summary counters above the table and one row per control.

### Opening the Controls page

Go to the Controls section via the main menu. You'll arrive at an overview page showing all controls from your organisation.

![Controls overview](/images/help/controls_overview.png)

### What you see in the overview

The controls overview shows three important status indicators at the top:

- **Assigned** are Controls that are assigned to an owner
- **Implemented** are controls that are implemented and actively monitored
- **Audited** are controls that have been audited and have compliance status

### Understanding the Controls table

The main overview shows per control:
- **Status** - Gray/Green/red dots show the compliance status
- **Name** - Descriptive title of the security measure
- **Assets** - Number of linked business assets (e.g. "2" means 2 assets)
- **Risks** - Number of linked risks 
- **Issues** - Outstanding problems related to this control
- **Progress** - Progress of tasks (e.g. "2/2" means 2 of 2 tasks completed)
- **Due Date** - Deadline for outstanding tasks
- **Framework** - Compliance standard (ISO27001, NIS 2, etc.)
- **Assignee** - Assigned person/team

## Understanding status indicators

A control's dot and its progress fraction are both derived, not set by hand: the dot comes from its tests, task deadlines, and latest assessment, and the fraction counts completed work against total work.

### Status colors

The status column indicates whether a control is compliant or not. This is calculated as follows:

**Green dot** - Control is compliant
- All linked tests are OK (passed), and;
- All tasks are completed or have a deadline in the future, and;
- The latest closed assessment is effective.

**Red dot** - Control is not compliant
- One or more outstanding tasks are past the deadline (overdue)
- One or more tests have a problem (failed, error)
- The latest closed assessment is ineffective

**Gray dot** - Control has no status yet
- No tasks or tests are linked to this control yet
- Or the control is archived

> **warning:**

Tasks without deadlines are counted as compliant (green). For accurate tracking, set deadlines on tasks.

### Progress indicator

**Numerical progress** (e.g. "2/3"):
- **First number** = number of completed tasks and successful tests (passed) 
- **Second number** = total number of linked tasks and tests
- **Percentage** = (completed ÷ total) × 100

**Color coding**:
- **Green** = 100% completed
- **Orange** = Otherwise

## Search and filtering

Search matches control names and references such as "A.01". The filters cover assignee, framework, plan, function, phase, and process, with type and relationship filters behind "More filters".

### Search functionality

Nothing filters until you press Enter; there is no live-as-you-type result.

**Using the search bar:**
1. **Click in the search bar** at the top of the overview
2. **Type control names** or control references (e.g. "A.01" or "Information security")
3. **Press 'Enter'** and your search results will be shown

### Filter options

Use the filter dropdown menus to find specific controls:

**Open vs Archived:**
- **Open** - Active controls that are monitored
- **Archived** - Controls that are no longer applicable

**Filter by Assignee:**
- Show controls assigned to specific people
- Useful to see your own responsibilities

**Filter by Frameworks:**
- **ISO27001** - International security standard controls
- **CyFun Essential** - Cyber fundamentals (NIS2)
- **Other frameworks** - Depending on your organisation setup

**Filter by Plans:**
- Show controls linked to specific plans
- For example annual review cycles

**Filter by Function:**
- **Procurement** - controls for the procurement function
- **Human Resources** - controls for the HR function
- **Other functions** - controls for other functions in the organisation

**Filter by Phase:**
- Filters for each phase in your Plan-Do-Check-Act cycle

**Filter by Process:**
- Filters for each business or IT process, e.g. 'Incident response'

The "More filters" option contains additional filtering possibilities:

**Filter by Type:**
- **Policies & Procedures** - Policy and process measures
- **Process** - Process measures
- **Technical** - Technical control measures

**Filter by Risks, Assets, or Issues:**
- **Risks** - Show controls linked to specific risks 
- **Assets** - Show controls linked to specific business assets 
- **Issues** - Show controls linked to specific problems

> **tip:**

You can also create or remove filters yourself with attributes. 

Read more about attributes in [Creating and managing Controls](/docs/controls/editing-and-managing-controls)

### Combining multiple filters

You can use different filters simultaneously for very specific results:
- **Example**: Filter on "ISO27001" + "Annually" + your name as assignee to see all your annual ISO controls
- **Reset filters**: Click away individual filters or use "Clear filters"

## What counts as a control

Controls in Tidal Control are control measures that your organisation implements to manage risks and ensure compliance. These can include:
- **Organisational measures (A.xx)** - Risk assessments, internal audits, management reviews
- **Personnel measures (B.xx)** - Training, contracts, background checks
- **Technical measures (C.xx)** - Firewalls, encryption, access controls
- **Data measures (D.xx)** - Data management procedures, Privacy policy, Records of processing activities (ROPA)
- **Vendor  measures (E.xx)** - Vendor policy, Vendor agreements, Vendor monitoring
- **Physical measures (F.xx)** - Access cards, camera surveillance, lock and key management
- **Quality measures (G.xx)** - Quality manual, customer requirements, quality monitoring
- **AI measures (H.xx)** - AI policy, AI data governance procedures, AI impact assessment

By registering and monitoring controls in Tidal, you gain insight into your security status, compliance level, and which actions still need to be performed.

> **tip:**

Controls can be linked to assets, risks, and plans. This creates a complete picture of which measures apply where and how effective they are.

Read more about this in [Creating and managing Controls](/docs/controls/editing-and-managing-controls)

## Next steps

Now that you know how to find controls and interpret their status, you can:
- **Complete tasks** linked to controls
- **Gather evidence** for compliance audits
- **Assess controls** as part of an internal audit
- **Add new controls** for improved risk management

> **note:**

**No controls visible?** This may mean that no control measures have been configured in your Tidal environment yet. Start by adding your first control via the "Add control" button, or ask your administrator to import framework templates.
