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10 Custom text fields – Single line text
10 Custom text fields – Multiline text
20 Custom list fields – Single select list
5 Date fields
5 Numeric fields
3.1.1 Control Field Sequence
To rearrange the order of fields displayed in the Control Detail/Control Record Details pages:
STEP 1: Click the 'Sequence' column of the field you wish to change.
STEP 2: Enter the sequence number you wish to display the field at.
STEP 3: Click 'Save' at the top of the page to save details.
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3.1.2 Control Field Label Name
To change a Control field label name displayed in the Control Details/Control Record Details pages:
STEP 1: Click the 'Label Name' column of the field you wish to change.
STEP 2: Enter the new label name to be displayed for that field.
STEP 3: Click 'Save' at the top of the page to save details.
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3.1.3 Control Field Help Text
To add a help text to popup when hovered over a Control field in the Control Details/Control Record Details pages:
STEP 1: Click the 'Help Text' column of the field you wish to add a help text.
STEP 2: Enter a help text to be displayed for that field when hovered over it.
STEP 3: Click 'Save' at the top of the page to save details.
3.1.4 Unique per Record
When Control fields are marked as 'Unique Per Record', details can be maintained uniquely for the same Control, linked to multiple Risks and Compliance records. If fields are maintained as common (not unique / unticked), these fields will appear as Read-Only and cannot be edited. These fields can be updated only via the Control Template.
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Note: This setting will be visible once an internal setting 'Enable Functionality To Manage Risk Controls Commonly' is enabled via Camms Support. Once this internal setting is enabled, you can configure this column. |
3.1.4.1 Unticked (maintained as common fields)
Fields will appear as Read-Only fields within the 'Control Record Detail' page accessed via the 'Control Record' grids in the Risk Assessment tab (Camms.Risk module) and the 'Control Object' (Camms.Risk Compliance module).
If any updates are required to be made for these fields within the 'Control Record Detail' pages, it will need to be updated via the Master Control Templates in the 'Control Register'.
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Fields maintained as Common | Control ABC as a Template (Control Register) | Control ABC Linked to a Risk Record | Control ABC Linked to a Compliance Record |
Control Type | Preventative (Can be edited) | Preventative (Read-Only) | Preventative (Read-Only) |
Control Owner | John (Can be edited) | John (Read Only) | John (Read-Only) |
3.1.4.2 Ticked (maintained as unique fields)
You will be able to edit these fields within the 'Control Record Detail' page accessed via the 'Control Record' grids in the Risk Assessment tab (Camms.Risk module) and the Control Object (Camms.Risk Compliance module).
Editing these fields within a particular Risk/ Compliance Record, will not impact the same field of other Controls Linked to Risk or Compliance Records. Therefore, the details can be maintained in a unique manner against each of these individual records.
This option will be useful if you have different divisions/users handling the Master Control Templates, Risk Controls, and Compliance Controls. This way, any changes done to a Control linked to a specific record, will not impact the other linked records or the Master Template.
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Fields maintained as Unique | Control ABC as a Template (Control Register) | Control ABC Linked to a Risk Record | Control ABC Linked to a Compliance Record |
Control Type | Preventative (Can be edited) | Corrective (Can be edited) | Directive (Can be edited) |
Control Owner | John (Can be edited) | Jack (Can be edited) | Alex (Can be edited) |
3.1.4.3 Ticked and Unticked (maintained as a combination of unique and common fields)
Additionally, you can decide if you wish to maintain a combination of fields that can be maintained as Unique and Common. This way, critical fields can be configured as Common fields which will need to be maintained at a Control Template level. And the rest can be configured as Unique fields which will allow you to update these as Required via linked Risk and Compliance Records.
3.1.5 Field Visibility in Control Detail, Control Record Details, Control Record Grid pages
Control Detail page – This can be accessed by clicking the 'Control Title' within the Control Register. This page will display details maintained against the Control Template.
Control Record Details page – This can be accessed by clicking the 'Control Title' within the Control Record grid in the Risk Assessment tabs, and the 'Control Object' within a Compliance record. This page will display the details maintained against the Controls linked with the specific Risk/Compliance record.
Control Record grid – This can be accessed via the Risk Assessment tabs of Risk and the Control object within a Compliance record. This grid will let you add and link to new or existing controls to the Risk and Compliance records.
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STEP 1: Tick the checkboxes, next to the fields you wish to change make visible under the 'Control Details', 'Control Record Details', and 'Control Record Grid' columns.
STEP 2: Click 'Save' at the top of the page to save details.
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3.1.6 Displaying Fields in the My Quick Update page
To make Control fields visible in the My Quick Update page:
STEP 1: Tick the checkboxes, next to the fields you wish to display in the My Quick Update page.
STEP 2: Click 'Save' at the top of the page to save details.
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3.1.7 Mandatory Fields
To make Control fields mandatory or optional in the Control Details, Control Record Details, or Control Record Grid pages:
STEP 1: Tick the checkboxes next to the fields you wish to make mandatory under the 'Mandatory' column.
STEP 2: Untick the checkboxes next to the fields you wish to make optional under the 'Mandatory' column.
STEP 2: Click 'Save' at the top of the page to save details.
3.1.8 Hyperlinked Control Fields
Some fields will have a link that will open up a popup window to configure additional settings. To configure hyperlinked fields:
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STEP 3: Click 'Save' at the top of the Field Configuration page.
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3.2 Documents Tab
The Documents tab for Controls can be enabled by clicking on the 'Show Tab' ON/OFF toggle button. By default this will be turned ON. This will enable a Documents tab within the Control Details and Control Record Detail pages through which documents and URLs can be added for Controls.
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STEP 1: Click the 'ON' toggle button next to the 'Show Tab' field, to enable the Documents tab and click 'OFF' to disable the Documents tab.
STEP 2: Click 'Save' at the top of the page to save details.
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3.3 Links Tab
The Links tab for Controls can be enabled by clicking on the 'Show Tab' ON/OFF toggle button. By default this will be turned ON. This will enable a Links tab within the Control Details and Control Record Detail pages through which linkages can be added for Controls.
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STEP 1: Click the 'ON' toggle button next to the 'Show Tab' field, to enable the Links tab and click 'OFF' to disable the Links tab.
STEP 2: Click 'Save' at the top of the page to save details.
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3.4 Control Assessment Tab
The Control Assessment tab for Controls can be enabled by clicking on the 'Show Tab' ON/OFF toggle button. By default this will be turned ON. This will enable a Control Assessment tab within the Control Details and Control Record Detail pages.
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STEP 1: Click the 'ON' toggle button next to the 'Show Tab' field, to enable the Control Assessment tab and click 'OFF' to disable the Control Assessment tab.
STEP 2: Click 'Save' at the top of the page to save details.
4. Register Configuration |
This settings page enables you to customise and configure fields displayed in the Control Register and the Control Dashboard Popup. Change label names of fields, visibility of fields, searchability in register filters, and sequence displayed in the register.
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Note:
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5. Custom Lists |
This settings page enables you to add and configure custom lists to be displayed for Controls.
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STEP 3: You can then start building the list items by entering the description, sequence, and click ‘Save’ to add it to the table.
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6. Notification Configurations |
This settings page enables you to configure email templates and emails for Controls.
6.1 Email Templates
Create Control related email templates with snippets in this section.
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STEP 5: Once added, the email template will be listed. You may edit or delete the template by clicking on the 'Edit' or 'Delete' buttons next to the template.
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6.2 Email
Create Control related email triggers in this section.
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Note: To edit or delete an email trigger, click on the 'Edit' or 'Delete' buttons next to the created email trigger. |
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6.3 Email Server Configuration
Set up Control specific email server configurations in this section.
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