Create a GRC indicator template using the Compliance Workspace

Compliance or risk managers create indicator templates in the Compliance Workspace from which many indicators can be created.

Before you begin

Role required:

sn_compliance.admin or sn_compliance.manager
sn_risk.admin or sn_risk.manager
sn_audit.admin or sn_audit.manager
sn_grc.user

Procedure

Navigate to one of the following locations:
- All > Policy and Compliance > Compliance Workspace > Indicators > Indicator Templates.
- Risk > Indicators > Indicator Templates.
- Audit > Indicators > Indicator Templates.
Navigate to Workspaces > Compliance Workspace
Select the List icon on the sidebar.
From Control monitoring list, navigate to Indicator templates.
Select New.
On the form, fill in the fields.

Field	Description
Name	Name of the indicator.
Description	Description of the indicator.
Category	Category for which you’re creating an indicator template. For example, select Control Indicator Template to create a control indicator template.
Active	Option that determines whether the indicator template is active.
Method
Type	Method used to determine the type of indicator template. The choices are as follows:- Manual: Manual indicators are used for data that can’t be retrieved from a ServiceNow instance. The data comes from an external system, such as customer data from a third-party sales system. Basic: Basic indicators are automated indicators based on an indicator source. The indicator source specifies a table and a frequency at which the scores from this table are saved. Script: Scripted indicators use a custom script to collect the data.
Target Type	Type of the target value. The choices are as follows:- None: Use this option if you don’t want to set up any target or threshold for the indicator. Percentage: Use this option to determine the indicator result by a percentage value. Count: Use this option to determine the indicator result by a count value or total number.
Result if the value meets or exceeds the target value	Result configuration field. The choices are as follows:- Passed Failed For example, assume you enter `100` in this field. If the indicator result output is more than 100, then the indicator status will pass or fail based on the value configured in this field.
Target	Value to determine if the indicator will pass or fail.
Value mandatory	Option to decide if a value must be compulsory in the indicator task for a manual indicator. Note: This option appears only if Manual is selected from the Type field. This option is automatically selected if Count or the Percentage is selected from the Target type field.
Instructions	Additional instructions for the template.
Supporting Data
Note: Starting with version 10.1, the actual historical data for the supporting data records from the indicator results or indicator tasks are displayed. Earlier, only the real-time state of the records collected could be viewed.
Specify supporting data	Option to enable collecting supporting data or evidence every time the indicator runs.This option appears after the indicator is saved.
Table	Table used for collecting supporting data.
Supporting data fields	Fields of the source table to be used for collecting the supporting data.
Sample size	Minimum number of records that must be used for collecting supporting data.For example, a basic indicator could query a large table, returning thousands of records with each indicator execution. You don't have to save all of them; just a sample of those records. If you enter a sample size of 100, only 100 records are saved, even though the query returned thousands.
Basic Criteria
Criteria	Use Set Conditions to create criteria to filter the data from the source table.
Use reference field	Option to enable the use of the Reference field.
Reference field	Connection between the supporting data table and the Applies to record field of the entity.
Additional Criteria
To create indicators with targets, use the advanced filter criteria. This section appears only when you select Basic from the Type field. This section is used to provide more filter criteria.
Additional criteria	Use Set Conditions to add additional criteria.This section only appears when Percentage is selected from the Target type field.
Schedule
Collection frequency	Collection frequency for indicator results. Indicator tasks and results are generated automatically based on the indicator schedule.
Due date duration (days)	Due date duration in days between the creation and due date of the indicator task and generation of its results.The due date duration added to the creation date reflects as the Due date of the indicator task. This field appears only when Manual is selected from the Type field. For more information, see Performance enhancements for Indicator nightly job.
First run date	First collection time for indicator results. This field is automatically set based on when an indicator or an indicator template runs for the first time. This value in this field cannot be modified.
Next run date	Next run time to collect indicator results of all downstream indicators for this indicator template.

7. When you have completed these entries, you can also view information on the following related lists:

-   Control Objectives/Risk Statements
-   Content References
**Note:** The Control Objectives/Risk Statements tab enables you to reuse the same template for multiple control objectives or risk statements, or both of them.

Select Submit.