Article Content

Overview

AI-Recommended Controls is an AI-powered feature that allows Compliance and Risk teams to leverage AI to automatically recommend relevant operational controls for regulatory requirements or risks.

User Account Requirements

The user must have Administrator permissions to edit configurable forms.

Related Information/Setup

For more information on self-enabling this feature on your Org, please refer to the Enabling AI-Recommended Controls on an Org article.

For more information on using this feature, please refer to the Using AI-Recommended Controls on a Form article. 

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator settings menu, click the Admin Overview link.

Administrator Settings Menu

3. From the Admin Overview screen, click the Configurable Forms tile under the Views section.

Configurable Forms Tile

4. From the Admin: Configurable Forms screen, enter a form name in the Search field to narrow the search results.

Search Field

5. From the list of forms, click the form that you want to add Recommended Controls to.

Form Link

Adding Recommended Controls to a Form

1. From the AI Quick Actions section of the form, click the Edit Smart Actions icon.

Edit Smart Actions Icon

2. Click the Recommend Controls Toggle Switch to select it.

Recommend Controls Toggle Switch

Note: The selection options are dynamic based on which AI Quick Actions are enabled on your Org.

3. Click the Done button to save your changes.

Done Button