Control Centre: Editing a Control's Details

Inside Control Centre, you don't need to open a Control's full page to change its setup. The right-side panel that slides in when you click a Control card has a Details tab where you can edit almost everything about the Control without leaving the list. This article walks you through it.

In the Controls list, click anywhere on a Control card — the number, the name, the due date, or the action button. The right-side panel slides in.

The panel has two tabs:

This article focuses on the Details tab. To close the panel, click the X in the top-left corner or click outside the panel — your filters, search, tab, and any checkbox selections in the list will be exactly as you left them.

In the panel header, click the Control's name to make it editable. Type the new name and save. The change is reflected immediately in the Controls list and on the Control's full page.

At the top of the Details tab you'll find the Control's general fields.

Start with the Description, a rich-text field for explaining what the Control covers (optional).

Then update the Category/Subcategory dropdown — it's a multi-select with search.

The Master Control field shows the Master Control this Control was generated from; click the name to open the Master Control page in a new tab if you need to reference it.

The Entity or Entity Group field shows what the Control belongs to — clicking the name opens the Entity (or Entity Group) page in a new tab. The label depends on what was linked on the Master Control.

These fields hold the basic information about the Control. Updating them is as simple as clicking into the field, making your change, and saving.

The first numbered section on the tab — Step 1 — Control Frequency — defines how often the Control is assessed.

Set the Control Assessment Frequency to choose how often the assessment cycle should run. This field is required.

If you pick an event-based frequency like Based on expiry date or Based on start date with frequency, an additional field appears: Launch the next cycle on (days before expiry). Use it to tell BoardX how many days before expiry the next cycle should start. There's an info icon with a tooltip if you need a refresher.

Finally, set the Classification — how the Control is categorised (for example, Preventive). This is also required.

The second numbered section — Step 2 — Control Assessment — defines who handles the assessment and whether an approval step is needed.

Under Controls Assessor, choose who completes the assessment. The two options are divided by or:

Entity Owner / Entity Group Owners — the assessment goes to whoever owns the Entity (or Entity Group) the Control is linked to. The owner's name is shown in a disabled field below.

Authority Framework Role — the assessment goes to a specific Compliance Role you select from a dropdown.

The Needs Approval checkbox toggles whether assessments must be approved before the Control moves to Monitoring. When it's on, a dropdown appears for selecting the default approver. (You can also override this per Entity Group via the Advanced Approver settings.)

The Evidence/Attachment is obligatory checkbox makes evidence mandatory on every assessment — without an attached document, the assessment can't be completed.

The Display Evidence in Documents tab on the Profile page checkbox controls how attached evidence shows up for users. When the Entity is a User, turning this on means the documents uploaded during the Control Assessment task also appear on that user's Profile page, in the Documents tab.

The third section — Step 3 — Control Assessment Cycle Schedule — controls the timing of assessment cycles.

The Launch date shows when the first cycle starts. This field is disabled because it's set on the Master Control, not on the individual Control.

Use Control Assessment is overdue to set the overdue date for the control assessment. The field opens a calendar; past dates aren't allowed.

If Needs Approval is turned on, you'll also see Approval is overdue (days after request) — a required field for how many days after the assessment is submitted the approval is considered overdue.

The Synchronise Control dates with Master Control checkbox keeps the Control's dates in lockstep with the Master Control. Untick it if this Control should follow its own schedule.

Below the steps, the Linked Frameworks section shows every Authority Framework and Citation this Control is linked to. Click any tile to open the Authority Framework page in a new tab.

If the Control isn't linked to any Citations, you'll see the note: "This Control is not linked to any Citation."

At the bottom of the panel, the Cancel and Save buttons become active as soon as you make a change.

Click Save to apply your changes. A success pop-up confirms the update, the panel reloads, and the new data appears across the Controls list, the Control page, and any GRC list.

Click Cancel to discard your changes and revert the fields.

The View Control page button at the bottom opens the full Control page in a new tab — handy if you want to see the Control in its standalone view.

If you try to leave the panel with unsaved changes, BoardX prompts you with a "You have unsaved changes" dialog so you don't lose work. You can choose Stay on Page to keep editing or Leave Without Saving to discard.

If you get stuck, click the chat bubble in the bottom-right corner of any Control Centre page.