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Overview

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Form Status Indicators are an integral part of the governance and audit process integrated into the IT Audit Machine. Status Indicators control the state of a given control or field on a form which represents the associated entity’s progress in their efforts to comply with that control. These statuses, in turn, drive many of the metrics used in tracking and reporting on the entity’s overall actions toward compliance with the standard represented by the form.

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Available Indicator States

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The Form Status Indicators have four (4) possible states, each of which convey different information about the field or control in question.

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Accessing Status Indicators

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Status Indicators are visible in almost every screen where the individual data fields of a form can be viewed. This includes when editing a form, reviewing form data and when viewing certain types of reports. Status Indicators can only be changed by an examiner or administrator and can be accessed for editing purposes from three different views.

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Working with Status Indicators

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As an Examiner you are able to communicate the status of a field or control by changing the Status Indicator to match your assessment of the information. There are two distinct ways to change the Status Indicator state on a field: Cycling and Selecting. Which process you will use to change the state depends on the location from which you are accessing the indicator.

Changing via Cycling

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If you looking to change the while viewing the Form Details or while viewing the data in the form itself, you will use the cycling method. To change the value via this method simply click on the Status Indicator and it will cycle to the next color. Keep clicking to cycle it to the desired state. The order of the states is: Gray > Red > Yellow > Green. Clicking on a green Status Indicator will change it back to gray.

Changing via Selecting

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If you are looking to change the value of a Status Indicator while viewing in the Status page. On that page, when you click on a Status Indicator you will be presented with an option to select the state of the indicator from the available states.

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Change All Statuses on a Form

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When viewing an entry for a form there is an option in the menu on the right to change all of the Status Indicators at the same time. Click on the Set Status Indicators button in the menu and a small dialog box will display asking you to select the desired status.

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