Create or deactivate a citation
Usually, authority documents, citations, and control objectives are downloaded from a third-party provider. However, citations can be created manually from an authority document. 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 > Authority Documents.
Open an authority document.
In the Citations related list, click 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 - 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. |
Parent Topic:Policy and Compliance Management enhancement steps
Parent Topic:Manage control objectives and policies