security and audit report sign-off—made easy
TRANSCRIPT
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Security and Audit Report Sign-Off—Made EasyGo Paperless by Automating Your Key Document Processes
Security and Audit Report Sign-Off—Made Easy
Your Presenters
Richard SchoenDirector of Document Management Technologies
Greg SchmidtSenior Technical Solutions Consultant
Security and Audit Report Sign-Off—Made Easy
• HelpSystems overview• Common use cases for approval processing• Solution overview• Demo• Q&A
Agenda
Security and Audit Report Sign-Off—Made Easy
HelpSystems Family of Brands
Security and Audit Report Sign-Off—Made Easy
Document Management Solution Overview
Security and Audit Report Sign-Off—Made Easy
Document Management Solution Overview
Security and Audit Report Sign-Off—Made Easy
Document Management Solution Overview
Security and Audit Report Sign-Off—Made Easy
Forms Management
Input Forms—Capturing Data (Webforms)• Turn any paper-based form into an online form• Validate data as it’s entered (no re-keying)• Capture signatures on forms• Merge data with fillable PDFs for pixel-perfect output• Store in Webdocs (if form needs to be preserved)
Output Forms—Generating Business Output (iForms)• Eliminate pre-printed forms• Generate form document output as PDF, TIFF, Excel, and CSV• Use spool files, text files, XML, and database for source data• Create individual documents or document packets• Print, email, and file automatically to network folder, SharePoint, or
Webdocs
Security and Audit Report Sign-Off—Made Easy
Document Management Solution Overview
Security and Audit Report Sign-Off—Made Easy
“I’m generating meaningful audit reports from Powertech already.”
“We don’t want to reprint reports for handwritten approvals.”
“We need to implement an electronic audit review process.”
“We need a demonstrable audit review and approval process.”
“Audit documents need to be kept for years.”
“Where should we keep our audit documents?”
“We don’t want to build an audit and review process from scratch.”
Key Security Audit Report Management Issues
Security and Audit Report Sign-Off—Made Easy
Problem: Our Security Documents Are Password-Protected
• Security software generates audit reports—Good
• Documents are in PDF format—Good
• Documents cannot be changed—Good
• Approvals cannot be added to files—Bad
• How do we implement a sign-off process?
Security and Audit Report Sign-Off—Made Easy
Problem: Approval Processes Are Not Easy to Articulate
• Audit documents written to network or IFS
• Audit documents emailed to recipients
• Manual processes
• Audit trails live in email messages
• Many copies of documents float around
• Where is the final approved document?
Security and Audit Report Sign-Off—Made Easy
Problem: Where is the approved document?
• Approval documents are printed
• Documents are signed
• Final paper version is filed
• Document is re-scanned
• Printed, signed, and re-filed again and again…
Security and Audit Report Sign-Off—Made Easy
Webdocs Approval Management
• Capture, archive, and manage security and audit reports
• Access documents securely from any browser
• Route documents for secure approvals
• Generate system audit reports from sign-offs
• Secure by department or user groups
• Track document changes with version control
• Use any PC file or document format:TIFF, PDF, Word, Excel, Powerpoint, Outlook emails, audio and video files
Security and Audit Report Sign-Off—Made Easy
Benefits of Managing Audit Reports and Documents
• Secure online document archive
• Any type of audit document—IBM i or PC based
• Secure approval routing processes
• Permanent audit trail of approvals
• Approval and notes stored with document
• Provides a demonstrable audit and approval process
Security and Audit Report Sign-Off—Made Easy
Document Approval Process
• Documents enter workflow review process at capture
• Approvers view document approval routing inbox
• Perform approvals and add comments
• Document moves to the next step of approval process
• Audit approval comments stay with document forever
• Auditors are happy
Security and Audit Report Sign-Off—Made Easy
Capture, Review, and Approve Audit Reports
Source Audit Reports and Documents
• Spool file reports from IBM i
• PDF documents from IFS on IBM i
• PDF documents from network folders
WebDocs
Security and Audit Report Sign-Off—Made Easy
Integration
Easily capture audit reports from HelpSystems and other products
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© HelpSystems. Company Confidential.05/01/2023 21
Security and Audit Report Sign-Off—Made Easy
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Technical Experts:[email protected]@helpsystems.com