Contents

Overview

When entering data into a form you might find a group of fields working together to define a single control. For example, a control might require an assigned value, some text to support the option chosen and some files for evidence. When one or more fields are surrounded by a border and have a group name, that is considered a Control Group.

In this section of the guide we will look at entering data into Control Groups and some other ways in which a Control Group influences your experience as a user.

Working with Control Groups in a Form

Working with a control group within a form is no different than entering data in any other field. Grouping the fields together in a control group adds some additional feature outside of a form, but when entering data there is no difference. For more information about entering data into a form see the Form Data Entry section of this guide.

Working with Control Groups outside a Form

Control Groups also show up in some places outside of directly editing a form.

Heat Map Tiles

When a form your are working with has one or more Control Groups, the system will automatically add a heat map of the existing control groups to the information displayed for that form in the Dashboard and My Forms screens.

Regardless of which interface you are looking at, the heat map works the same way, displaying a representation of the Control Groups in a color-coded grid. Each control group tile is assigned a color based on the calculated Maturity Score. The value of the score will be between 0 and 100 and will be displayed in a gradient color moving from red to green as the score increases. This allows you to see what needs the most attention in a form at a glance. If there is no data yet the tiles will be gray.

The tiles representing a control group also act as a quick navigation option. Clicking on a tile will bring you directly to that control group in the form, displaying on it and fields inside of it.

Unlike the normal flow of updating a form, clicking Continue or Exit will save the data and bring you back to the Dashboard.

In this section of the guide covered using control groups when creating forms, the options that can be configured, how to add or remove fields from control groups and finally what effect adding control groups has on the data and display of a form. In the next section we will look at the other Form Field Properties available.

[Previous Topic → Form Data Entry] | [Next Topic → Form Entries]

Portal User Guide

Overview
Accessing ITAM
My Dashboard
Action ITAMs
My Forms
Form Data Entry
Data Control Groups
Form Entries
Form Status Indicators
File Manager
My Documents
My Reports
Report Types
My Profile