Getting Started with Agent

Before you set up your Agent controls, determine the roles you require and decide what types of controls / searches you need.

Role Examples


Control Owner	- Defaults to the person that creates the control, but can be changed. - Receives alerts when a violation occurs. - May be a Change Request Approver to Pre-approve / Authorize related changes.
Control Assignee	- Manages the process risk. - Receives alerts when a violation occurs. - Approves Change Requests to Pre-approve / Authorize related changes.
Process Owner	- Owns the Process and associated material risk. - Receives alerts when a violation occurs. - Receives periodic control reports. - Approves Change Requests to Pre-approve / Authorize related changes.


Record Control	- Tracks all changes to the record (Customer, Vendor, Employee, Item) - Any changes trigger a violation record / alert.
Record Field Control	- Tracks changes to specified fields in a record. - Changes on the specified fields trigger a violation record / alert.
Transactional Data Control	- Tracks changes to transaction records and events - Search types may be Journal entries, Checks, Bills, etc. - This data type can be monitored as a whole (i.e. any changes - additions, modifications, deletions), or specified (e.g. only Journal entries that have been modified after being approved, or journal entries entered and approved by the same user, or list of ad-hoc checks only etc).