To list an individual with significant control ("Controller"), while in an entity navigate to Principals then to the Controllers tab and click + New to open the workflow. You can  select if you want the Controller to be an entity or a person. 

Click Select Person or Select Entity to select a record you want to add as a Controller. If you do not have the person or entity record that you need, you can add one inside of this workflow by clicking the New button. This will add a new person or entity record to the system.

Once you have selected the person or entity, you can then associate a Passport or Drivers License number if desired. If your People Record already has the Passport and Drivers License Number field populated they will automatically be in the fields. Additionally, you can indicate the Status of that Controller as Confirmed, Incoming, Outgoing and Inactive. 

Next to the Title tab. Controller will be selected as the title. Additionally, you are required to indicate a Start Date and Interest Description for the Controller along with any Notes associated.

Once you have configured the Controller, move to the Address tab where you can record the address for the Controller.

Navigate to the Review tab to confirm the information you have put in and click Create to add this Controller. 


Once you have input your Controllers and any notes, you can then select Principal Register in the top right hand corner.

Once you click the Principal Register it will bring up a window where you can then search and select ISC Register.

Going forward each year, when you are required to make any notes on how you have taken steps to ensure this register is up to date, you can add notes to the Controllers section by hovering over one of the controllers and clicking the Notes tab on the right hand side of the screen. 

By clicking New a window will appear where you can place a note and corresponding date. When you click Save, it will save along side any other notes for Controllers you might have. 

Here is an example of what the register looks like once all the data has been inputted:


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