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How to standardize your IT Controls Testing with DataSnipper

How to use Form Extraction and Snips to create standardized IT controls testing procedures in DataSnipper, using User Account Deprovisioning as an example.

Use DataSnipper to create standardized IT controls testing procedures using Form Extraction and Snips. This example covers User Account Deprovisioning testing.

Video tutorial

What the video covers

How to create an Excel workbook and import IT ticket documents, use Form Extraction to capture ticket and termination details for a set of user accounts, and use Validation or Exception Snips to confirm whether access was correctly removed.

Prerequisites

  • Relevant IT tickets

  • Set of user accounts to test

  • DataSnipper Professional or Elevate package

Steps

  1. Create an Excel workbook to document your testing and import the IT ticket documents.

    Creating an Excel workbook and importing IT ticket documents

  2. Click Form Extraction in the Document Extraction menu and select Start new form extraction. Choose the IT ticket documents to use.

    Starting a new form extraction on the IT ticket documents

  3. Add extractions for each data field you need: Ticket ID, Full Name, Termination Request Date, Ticket Creation Date, and Termination Date. Name each extraction clearly.

    Adding extractions for each IT ticket data field

  4. Click Export to Excel. A new Form Extraction tab appears in your workbook with all extracted snips.

    Exporting the extracted snips to Excel

  5. Copy the snips into your control testing template.

  6. Use Validation Snips or Exception Snips to confirm whether user access has been correctly removed for each item in your sample.

    Using Validation or Exception Snips to confirm user access removal
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