Create a control indicator using the Compliance Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Indicator data for controls, risk, and audit evidence are measured differently depending on the GRC application.

    Before you begin

    Role required: sn_compliance_admin, sn_compliance_manager

    Procedure

    1. Navigate to one of the following locations:
      • All > Policy and Compliance > Compliance Workspace > Control monitoring > All indicators.
      • Risk > Control monitoring > All indicators.
      • Audit > Control monitoring > All indicators.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. Indicator form
      Field Description
      Category The type of indicator being created. Select Compliance Indicator for a control indicator and Risk Indicator for a risk indicator.
      Inherit from template Use a selected template to fill in the form.
      Template If you selected the Inherit from template check box, select the template you want to use to fill in the form. After you have selected a template, the rest of the fields in the Create New Indicator screen are pre-filled and set to Read-only. For more information, see Create a GRC indicator template using the Compliance Workspace.
      Override template If you selected the Inherit from template check box, and you want to customize your entries in the form, select this check box. You can then edit some or all of the fields on the form.
      Name Name of the indicator.
      Description A description of this indicator.
      Entity Entity associated with this indicator.
      Control Control associated with this indicator.
      Owning group Group that owns the indicator.
      Owner Indicator owner.
      Method
      Type Results can be gathered manually using task assignment or automatically using basic filter conditions, Performance Analytics, or a script.
      • Manual
      • Basic
      • Script
      Applies to Entity related to the Item.
      Last result passed Option that indicates whether last result passed.
      Short Description If Type is Manual, this field is present. Brief description of the issue.
      Instructions If Type is Manual, this field is present. Instructions for the collection of indicator results.
      Value Mandatory If Type is Manual, this field is present.
      Passed/Failed If Type is Basic, this field is present. Indicator passes or fails.
      PA Threshold If Type is PA Indicator, this field is present. The associated PA Threshold.
      Script If Type is Script, this field is present. Script that obtains the desired system information.
      Schedule
      Collection frequency Collection frequency for indicator results. Indicator tasks and results are generated automatically based on the indicator schedule.
      Next run date Next collection time for indicator results.
      Supporting Data
      Note:
      Starting with Version 10.1, the actual historical data for the supporting data records from the indicator results or indicator tasks is displayed. Earlier, only the real-time state of the records collected could be viewed.
      Table Use supporting data to gather supporting evidence from other applications.
      Supporting data fields Supporting data fields based on the selected table.
    4. Click Submit.

    What to do next

    If you are implementing the Policy and Compliance Management software, you have completed the mandatory setup steps. Return to the Policy and Compliance Management setup checklist and proceed to the optional steps, as needed.