Create or deactivate a citation

Usually, authority documents, citations, and control objectives are downloaded from a third-party provider. However, citations can be created manually from an authority document. The Active option in a citation indicates whether the citation is active or inactive.

Before you begin

Role required: sn_compliance_admin or sn_compliance_manager

Procedure

1. Navigate to All > Policy and Compliance > Authority Documents.
2. Open an authority document.
3. In the Citations related list, click New.
4. On the form, fill in the fields.

   Table 1. Citation form

   Field	Description
   Name	User-defined name that identifies this citation.
   Source	Source of the policy. For example, if the statement is from a third-party provider, indicate which one.
   Source ID	Unique identification number used by the source to catalog this authority document.
   Reference	Content reference.
   Type	Type of citation created. Optional field not used for any processing. Use the value in this field in reports or to query for records of a specific type. Core Topic Process Control Objective Control Supporting information
   Authority document	Name of the parent authority document for this citation. When you create citations from the authority document form, the system completes this field automatically.
   Active	Option that indicates if a policy is active. A policy is marked active if it is not in the Draft or Retired state. To deactivate a citation, clear the check box marked Active.
   Parent	References the parent content.
   Description	Description of the citation.