Overview

The heart of Governance, Risk, and Compliance is the data that documents compliance. The Form is the method through which that data is captured in the IT Audit Machine. Every form differs 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.

Accessing a Form

You can bring up the form view for entering data in one of two ways. One is by using the Edit button from My Forms. To access the Edit button, click on a form to expand it and click on the Edit button.

Viewing a form using this method will prompt you to decide whether 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.

The other way to access the form view is by selecting the Edit Entry Data button while viewing an entry via the Form Entry interface. To learn more about the Form Entry interface, see this guide's Form Entries section.

Form View

Once you have selected the option to edit the data in a form or create a new entry for a form, the form will be displayed for you.

Forms share basic navigation capabilities to help you move around a form: The progress bar, basic navigation buttons, save and resume, and find field controls.

Progress Bar

The progress bar displays your progress through the form. It is based on the current page and the number of pages in the form. It is a great way to see what page of the form you are currently on and how many pages remain.

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 to one page in the form, respectively. The Exit button closes the form without saving the current page and returns you to the Form Manager.

Saving Your Progress

When documenting compliance, it is not unusual 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 you back to your place in the form and email it to you. To activate this capability, click the Save my progress and resume later check box to make the supporting fields visible. Next, enter the email address to which you would like the link sent and click the Save form and Resume Later button.

This will send the link and display a confirmation screen, letting you know your progress has been saved. It will also contain the link that was emailed to you. You can return to the My Forms screen by clicking the provided link.

Navigating to a Specific FieldIf 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 that matches the field to which you would like to navigate and then click the Go button.

Submitting a Form

Once you have entered all of your data and navigated to the last page of a form, you can 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, is the fields that it contains. You will enter the data the form needs to collect in these fields. ITAM provides many fields to facilitate data collection as quickly as possible. Some fields require selecting one or more options from a list presented. Some require entering simple text into a single box; others provide a rich text box with more complex and structured answers. There are also fields for uploading files or providing links.

Each field has a Label that gives a basic description of the field. At the top, there will also be a status indicator, which an Examiner will use to indicate whether the data is missing, incomplete, or satisfactory for compliance.