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 Forms and the essential functions that you can expect to find there.

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 latter will give you an option screen to change entries in the form:

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.

Note: Many forms have a similar look and feel. However, form designers can apply custom themes to their forms, so the exact look of a form may vary.

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 much more work remains on the form.

Basic Navigation

Forms come with some basic navigation options to move between the pages of the form. Progress is saved as you work; a "Saving" notification will appear after completing different form fields. 

Page navigation fields are located along the top and bottom of the form, allowing you to move linearly through the document and jump to any specific page.

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

Form Status

As you work on the form, you can perform several actions to help you track your process. These options are located on the right side of the Form screen.

View Status allows you to see a quick overview of completed fields within the document:

Edit Entry Data takes you back to the editing screen of the current Form page.

Email Entry Data allows you to email a copy of the form in its current state to an email address if you have authorization to do so.

Delete Entry Data allows you to remove information from completed form fields if you have permission to do so.

Export to PDF creates a PDF version of the form that is viewable from your PDF application or browser.

Print Data Entry sends you to a print dialog to print form information.

Jumping to Form Fields

If you know the location of a field based on its page number, you can navigate via the bar at the top and bottom of the form. Hover your mouse over each page to get a tooltip on what form fields are in that page.

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. S

We've made entering data into fields as simple as possible to avoid errors during entry. If any form requires a specific data format (a date, time, or item from a list of items), the data entry field will only let you enter those data types.