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Overview
The heart of Governance, Risk, and Compliance is the data which that documents compliance. The Form is the method through which that data is captured in the IT Audit Machine. Every form is different in the type and extent of data it collects, but they share some basic features.
In this section of the User Guide, we’ll look at a form and the basic functionality you can expect.
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You can bring up the form view for entering data in one of two ways. One is by using the View icon Edit button from My Forms. To access the View icon Edit button, click on a form to display the icons expand it and click on the View Icon Edit button.
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Viewing a form using this method will prompt you whether you intend to edit the latest version or create a new entry. The former will bring up the form with the latest data and the latter will bring up a blank form to start a new entry.
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The other way to access the form view is by selecting the Edit Entry Data button while viewing an entry in via the Form Entry interface. To learn more about the Form Entry interface see the Form Entries section of this guide.
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Form View
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Many forms have a similar look and feel, however, form designers have the option of applying custom themes to their forms so the exact look of a form may vary. |
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Forms share a basic set of navigation capabilities to help you move around a form: The progress bar, basic navigation buttons, save and resume, and find a field controls.
Progress Bar
The progress bar displays your current progress through the form. It is based on the current page and how many pages are in the form. It is a great way to see what page of the form you are currently on and how many pages remain.
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Basic Navigation
Forms come with some basic navigation options to move between the pages of the form. The Continue and Previous buttons save any changes on the current page and move you forward or back one page in the form respectively. The Exit button closes the form without saving the current page and returns you to the Form Manager.
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Saving Your Progress
It is not unusual, when documenting compliance, to need to enter your organization’s compliance information over multiple sessions. When you find yourself at a stopping point while adding information to the system, ITAM provides a way to save your progress and resume at the same point in the form. The system will provide a unique link to bring your back to your place in the form and will email it to you. To do activate this capability, click the Save my progress and resume later check box to make the supporting fields visible. Next, enter the email address you would like the link sent to and click the Save form and resume later button.
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Navigating to a specific field
If you know the label (or part of the label) of the field you would like to skip to, you can use the Navigate to Field Label tool at the bottom of the form. The tool will search all of the field labels in the form for the text you enter into the search box. To navigate to a specific field, select the suggested result which matches the field to which you would like to navigate and then click the Go button.
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Submitting a Form
Once you have entered all of your data and navigated to the last page of a form, you will be given the option to submit the form via the Submit button. This will complete the form and notify the Examiner that it is ready to be evaluated.
Form Fields
One of the main parts of a form, the very thing which gives it purpose, are the fields which that it contains. These fields are where you will enter the data the form needs to collect. ITAM provides many different types of fields to facilitate collecting data in the easiest manner possible. Some fields require selecting one or more options from a list presented. Some require entering simple text into a single box and others provide a rich text box for more complex and structured answers. There are also fields for uploading files or providing links.
Each field has a Label, giving a basic description of the field. There will also be a status indicator at the top, which an Examiner will use to indicate whether the data is missing, incomplete, or satisfactory for compliance.
Many fields also provide more information as to what is required for that field in a popup box to the right of the field that is displayed when the field is moused-over.
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In this section, we explored the Form interface, what to expect, and how to interact with its features to enter the data you need to enter. In the next section, we’ll take a look at Control Groups, how they show up in forms, how to work with them, and what they impact in the system.
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