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Control Centre: Overview

What Control Centre is, who can use it, where Controls come from, the statuses a Control moves through, and how to find your way around the Controls list.

Written by Harper Tang

Control Centre is the home base for working with Controls in BoardX's Compliance workspace. Instead of opening one Control page at a time, admins use Control Centre to see every Control that needs attention, jump straight into an assessment or approval, and act on multiple Controls at once.

This article gives you the big picture — what Control Centre is, where Controls come from, the statuses they move through, and a tour of the Controls list. The next articles in the series cover how to edit a Control's details, complete assessments and approvals, and use bulk actions.

Who can use Control Centre?

Control Centre is available to Super Users, Tenant Owners, Admins, and GRC Admins on tenants that have the Compliance workspace enabled.

Where Controls Come From

You don't create individual Controls inside Control Centre. Controls are generated from a Master Control based on the Entities and Entity Groups linked to it — each linked Entity or Entity Group produces its own Control. Settings like frequency, classification, assessor, approver, and the launch date are configured on the Master Control and inherited by every generated Control.

Once those Controls exist, Control Centre is where you and your team actually work through them.

How a Control flows through statuses

A Control moves through a few states as it's worked on.

A Draft Control either has no first launch date set on its Master Control yet, or has a launch date that hasn't arrived. When the launch date arrives, the Control automatically moves into Assessment. (You can also request an assessment yourself at any time — see the Bulk actions, single-Control actions & exporting article.)

In Assessment, the assigned person answers "Is this Control implemented?" with Yes, No, or Not applicable, and backs up the answer with evidence and/or a rationale. Once they submit, the Control moves on.

If the Control requires approval, it moves into Approval next. This is where the approver steps in — they review the evidence and rationale that the assignee provided during assessment, then either approve or reject.

After approval (or straight after assessment, if no approval was required), the Control moves into Monitoring, where it sits and waits for the next launch date to come around and kick off a new cycle.

Controls can also be Paused (temporarily off) or Retired (permanently off).

Step 1: Open Control Centre

In the top navigation, switch to the Compliance workspace, then click Control Centre in the left sidebar. You'll land on the Controls list.

You can also reach Control Centre from the Compliance Dashboard, where the Your Compliance Journey card has a Control Centre shortcut button under "Assess & Monitor."

Step 2: Get to know the Controls list

Across the top of the page you'll see four tabs, each with a count.

All Controls is selected by default and shows every Control regardless of status.

Assessment shows Controls where an assessment task is open — click the chevron next to the tab to filter further by All, Overdue, or Requested.

Approval works the same way for assessments waiting on an approver.

Monitoring shows Controls that have completed their current cycle and are waiting for the next launch date.

Each Control is a card with a coloured stroke on the left that signals its status at a glance — orange for Assessment, yellow for Approval, green for Monitoring, and blue for everything else (Draft, Paused, or Retired). The card shows the Control's number and name, its linked Authority Frameworks, a status-relevant date (overdue dates in red), the owner, and the status. The button on the right adapts too: Complete Assessment, Run Approval, or View details depending on where the Control is in its lifecycle.

Step 3: Filter and find what you need

If you have many Controls, the search bar and filters above the list will save you time.

Type any part of a Control's name or number into the Search by Control Name or Number field to filter the list as you type.

Two filters are always visible: Authority Framework and Owner. Both let you select multiple values, and they only show options that actually exist on the Controls in the current tab — so the choices stay relevant.

For more advanced filtering, click More filters to reveal Entity, Entity Group, State, Approver, Status, Category/Subcategory, and Control Frequency. The Status filter is hidden when you've already selected a status tab (since you can't filter status twice).

Step 4: Open a Control to start working on it

Click anywhere on a Control card — the number, the name, the due date, or the action button — and the Control's right-side panel slides in. From there you can edit the Control's setup, complete an assessment, run an approval, or look at the Control's history.

What's next

  • Editing a Control's details — how to use the Details tab in the right-side panel

  • Completing assessments, approvals & monitoring — the Tasks tab, evidence, rationale, and Control History

  • Bulk actions, single-Control actions & exporting — multi-select Actions menu, the per-Control Action button, Pause, Send Reminder, Request Assessment, and Export

Need help?

If you get stuck, click the chat bubble in the bottom-right corner of any Control Centre page — we're happy to help.

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