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

Role	Description
Control Owner	Defaults to the person who creates the control, but can be changed. Receives alerts when a violation occurs. Can be a Change Request Approver to pre-approve or 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.

Control/Search	Description
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 include Journal entries, Checks, Bills, and so on. This data type can be monitored as a whole (any changes, additions, modifications, deletions), or narrowed to specific events (for example, Journal entries modified after approval, journal entries entered and approved by the same user, or ad-hoc checks only).