Skip to main content

Control Activity Manual

*Reminder : Manual Control Activities consist of recurring controls or reminders, set with the frequency of your choice, that generate Tasks. For example you can setup a Manual Control Activity to remind your team to prepare a monthly report at the end of each month, or you can create one to ask your colleague to validate your data entries on a daily basis. *

Create a Manual Control Activity Control Activity Statuses Execute Manual Control Activity

Create a Manual Control Activity​

warning

In order to create or modify Control Activities in QuartzIQ, you must have the Data Manager role in the relating Control Perimeter.

Step 1 To create a Control Activity you can click on the Create button on the top right hand side of the screen and select Control Activity.

Creating a Control Activity

image.png

You can also go to the Control Activity tab of a selected Control and click the Create Control Activity button.

Creating a Control Activity from the Control Page

image.png

Step 2 Once this is done, you will be asked to choose whether you want to create an Alert Rule or a Manual Control Activity. Choose Manual Control Activity.

Alert Rule or Manual Control Activity selection

image.png

Step 3 This step is identical for both types of Control Activities.

Control Activity creation window

image.png

You must fill out the form which contain 6 sections.

Then complete the other required fields:

  • Choice of the host Perimeter and Control (3. Control Perimeter)
  • Frequency of execution (4. Execution)
  • Level of severity (5. Handling)

You can optionally add an objective or a procedure (2.), or define a SLA (6. - see Alerts SLA section for more information)

Step 4

When all the required fields are completed, you can click on Save:

image.png

Control Activity Statuses​

Manual Control Activities have 4 statuses :

  • Draft: new Control Activities will be automatically created in this status. It will allow you to modify the Control Activity without it being executed.​
  • In Validation: this status can be used when you are testing your Control Activity purposes and enables the execution. The Tasks generated will be in a “in validation” status and will only show in the Control Activity page. When changing to another status, the Tasks generated in this status will be deleted.​
  • Active: this status enables the execution of the Manual Control Activity normally.​
  • Decommissioned: this status will disable the execution of the Control Activity.

View of status menu in a Manual Control Activity page

image.png
info

Tasks generated while Manual Control Activity is in the "In Validation" status will be deleted when changing to another status.

Execute Manual Control Activity​

Manual Control Activities are executed automatically depending on the time configured during the creation or update of the Control Activity.