Contents

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 identify the state of a given control or field on a form which in turn represents your progress in meeting the requirements for that control as determined by the examiner. These statuses, in turn, drive many of the metrics used in tracking and reporting on your entity’s overall actions toward compliance with the standard represented by the form.

In this section of the guide we will discuss Status Indicators and how they are used. We will also briefly discuss the reports that the data feeds into, though more detail on the Report Types can be found on the Report Types section of the Guide.

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.

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.

The first way to access Status Indicators is when viewing form data entries. The detail view of the form entry displays all of the fields in a list and includes Status Indicators for each.

The second way to access Status Indicators is click on the View Status menu button while viewing an entry. This will bring you to the Status page for that entry which will display all of the fields in an accordion view that separates the fields by the status.

To view the fields in a particular state, click on the bar in the accordion view which corresponds with the current state of the fields. The fields in that state will be displayed and will include a Status Indicator.

The third and final way to view status indicators is to go to the field in the form. The form value displayed will also include a status indicator.

In this section of the guide we discussed the meaning of the various statuses and looked at the different ways you can work with the statuses and change them. In the next section of the guide we will look at the File Manager and how it allows you to keep track of the files that have been uploaded to your forms.

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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