Book a demo with one of our product specialists today to find out more about controls management in Protecht ERM:
Product tour contents
Understand integrated controls testing
- The Controls Library centralizes control testing within Protecht ERM
- Enables standardized testing and automated scheduling to ensure ongoing compliance
- Provides prebuilt test forms to standardize testing processes
Create a control test template for consistency
- Define test objectives, instructions, and criteria to guide testers
- Assign control testers and reviewers to ensure accountability
- Set a test frequency to automate recurring tests
Generate and schedule control tests
- Create a new test entry pre-filled with template data
- Enable auto-create to automatically schedule future tests at a set interval
- Ensure tests have assigned users and due dates to maintain workflow continuity
Configure automation for recurring tests
- Define test recurrence (e.g., annually, quarterly) based on due dates
- Set a lead time to make new tests available before the due date
- Choose which data fields should be copied into future test entries
Monitor and manage test schedules
- Track scheduled tests using the auto-create column in the control test sub-table
- Review test status (e.g., scheduled, fulfilled, or off) to ensure smooth execution
- Maintain test-linking integrity so all scheduled tests remain tied to the correct controls
Find out more about controls management in Protecht ERM and request a personalised demo.
