Create a citation using the Compliance Workspace

create-deactivate-citation-ws.md
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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.

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

  • Process
  • Control Objective
  • Control
  • Supporting information

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.

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.
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