You can add your data sheet to a control by clicking on either “Create a new control” or “Add to an existing control”.
To add your data sheet to a new control, click on “Create control” in the menu, go to “Tasks” and click on “Data sheet”.
To add data sheet to an existing control, click on the specific program under “Your programs” on the Dashboard. Then click on the title of the program you wish to add your data sheet to.
Provide your task with name and instructions. Then select the data sheet you wish to add to the control under “Data sheets associated with the control program”. When the data sheet is selected, you will see a list of your predefined grouping. Check the box or boxes of the data you want to add to the control. Only data that fulfill the predefined grouping and has been checked in the boxes will be visible for the assignee when receiving the control. If the grouping has already been assigned to a user, there will be a text displaying in which control it has been assigned.