Relate a control objective to a policy using the Compliance Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Control objective can be associated to a policy individually when the policy is in the review or draft state. Using the Compliance Workspace, you can choose the policy in the document field on the control objective, or edit the Control Objective related list.

    Before you begin

    Role required: sn_compliance.admin, sn_compliance.manager, sn_compliance.user

    Procedure

    1. Navigate to All > Policy and Compliance > Policies and Procedures > Policies.
    2. Open the policy record.
    3. Click Edit in the Control Objectives related list.
      The slushbucket contains active control objectives with no associated policy selected.
    4. Select the control objectives.
    5. Click Save.
      Those control objective are listed in the Control Objective related list.

    What to do next

    If you are implementing the Policy and Compliance Management software, return to the Policy and Compliance Management setup checklist and proceed to the next step.