List Builder

Use the List Builder tab to create authority document lists, view authority document details, and view common control details.

Create Authority Document Lists

This is available to the Owner, Administrator and Editor roles.

From the List Builder tab, select Create List. Enter a name and description and select one or more authority documents your account has access to. When done, select Create List. All lists created will appear in the List Manager tab.

Note: If an authority document list is selected, you will need to close it to create a new list. For the Create List button to appear, select the "X" next to the authority document list name that is selected.

Once a list is created, you can add more documents to it by selecting Add Documents. Select one or more documents to add and select Add Documents.

To remove a document from the selected list, choose the action menu "..." next to the document name and select Remove from list. Confirm the removal and that document will be removed from the list.

Managing Authority Document Lists

There are two ways to manage your authority document lists:

  1. Action Menu - select the "..." next to the selected authority document list and choose one of the following functions. These functions are available to the creator of the list (otherwise only the Rename option will be seen):

    1. Rename - modify the name and/or description of the list

    2. Share - make the list available to others in your account

    3. Archive - remove the list from the active list (archived lists can be restored in the List Manager)

    4. Delete - permanently delete the list (cannot be restored)

  2. List Manager - select this tab to fully manage your authority document lists.

Export

The export function allows you to download a spreadsheet containing all of the common controls for an authority document list. Select one of your lists from the dropdown and choose the Export button, that had the following options:

  • Download Recent - downloads the most recent Export to the local computer

  • Download History - takes you to the Exports tab

  • Create New Export - creates a new export for the selected authority document list. A notification will appear when the export is ready to be downloaded (you can always re-download an export from the Exports tab as well) and an email to the user will be delivered with a link to the export

Authority Documents

The list of authority documents displays all documents your account has access to. There are 3 ways to view the list of documents:

  • List - displays all your documents in list format

  • Geography - displays all your documents by geographic region

  • Subject Matter - displays all your documents by subject matter

Clicking on an authority document will select it and under AD Details the Citation and mandate counts will appear. Additionally, the mandated common controls associated with that document will be highlighted in the controls section of the page.

Common Controls

The list of common controls contains all mandated controls associated with the authority documents your account has access to. There are 4 ways to view the common controls:

  • All - displays all mandated common controls in a list that are associated with the documents your account has access to

  • Type - displays all mandated common controls by Type

  • Impact Zone - displays all mandated common controls by Impact Zone

  • Hierarchy - displays all mandated common controls in a hierarchical format based on parent/chold relationships

Authority Document Details

From the My Frameworks tab, to view more details of an authority document, select the action menu "..." next to the name and then select View Details. For more information, continue to the next page.

Last updated

Was this helpful?