Create a citation using the Compliance Workspace
Authority documents, citations, and control objectives are usually downloaded from a third-party provider. However, citations can be created manually from an authority document using the Compliance Workspace. 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
-
Navigate to All > Policy and Compliance > Compliance Workspace.
-
Select the [Omitted image "ws-list-icon.png"] Alt text: List icon icon.
-
Select Authority documents in the Compliance library list.
-
Select to open an authority document.
-
In the Citations related list, select New.
-
On the form, fill in the fields.
|
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
|
|
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. |
You can view the description of the citation and monitor the overall compliance, its breakdown, and the non-compliant entities in the different widgets of the **Status** pane in the default **Overview** page. There is also a sidebar, which highlights all the citation record details.
---
title: Create a citation using the Compliance Workspace
description: Authority documents, citations, and control objectives are usually downloaded from a third-party provider. However, citations can be created manually from an authority document using the Compliance Workspace. The Active option in a citation indicates whether the citation is active or inactive.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/grc-compliance-management-workspace/create-deactivate-citation-ws.html
release: australia
product: GRC: Compliance Management Workspace
classification: grc-compliance-management-workspace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage control objectives and policies, Use, GRC Compliance workspace, Use, Policy and Compliance Management, Governance, Risk, and Compliance]
---
# Create a citation using the Compliance Workspace
Authority documents, citations, and control objectives are usually downloaded from a third-party provider. However, citations can be created manually from an authority document using the Compliance Workspace. 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** > **Compliance Workspace**.
2. Select the \[Omitted image "ws-list-icon.png"\] Alt text: List icon icon.
3. Select Authority documents in the Compliance library list.
4. Select to open an authority document.
5. In the **Citations** related list, select **New**.
6. On the form, fill in the fields.
<table id="table_r4f_3bt_xq"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Name
</td><td>
User-defined name that identifies this citation.
</td></tr><tr><td>
Source
</td><td>
Source of the policy. For example, if the statement is from a third-party provider, indicate which one.
</td></tr><tr><td>
Source ID
</td><td>
Unique identification number used by the source to catalog this authority document.
</td></tr><tr><td>
Reference
</td><td>
Content reference.
</td></tr><tr><td>
Type
</td><td>
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
</td></tr><tr><td>
Authority document
</td><td>
Name of the parent authority document for this citation. When you create citations from the authority document form, the system completes this field automatically.
</td></tr><tr><td>
Active
</td><td>
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**.
</td></tr><tr><td>
Parent
</td><td>
References the parent content.
</td></tr><tr><td>
Description
</td><td>
Description of the citation.
</td></tr></tbody>
</table>7. Select **Save**.
You can view the description of the citation and monitor the overall compliance, its breakdown, and the non-compliant entities in the different widgets of the **Status** pane in the default **Overview** page. There is also a sidebar, which highlights all the citation record details.
This file has no frontmatter.