Customize controls
Note: Content in this topic is intended for Enterprise Authors.
To start, select the Information icon (
) at the top menu, then choose Settings. The Product Settings dialog opens, where you can view and customize settings if needed.
Under the Controls drop-down, select Fields.
The Controls fields are organized into four categories that can be expanded and collapsed using the up and down arrows:
-
Identification
-
Attributes
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Design and implementation
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Operating effectiveness evaluation
Note that the Identification category and the Title field in that category cannot be disabled.
To add and customize control fields:
-
Select a field to include it in the controls report.
-
For example, select
to enable it in the controls report.
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In the Customize this label field, enter your custom term.
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For each field, select the On Dialog checkbox to make the field available to users in the Create New Control dialog.
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If the field has multiple options, enter your custom term for each option.
For some fields, you can use the Add (
) button to add more custom options.
