Learn how to perform a user access provisioning review using DataSnipper's Form Extraction to test IT access controls efficiently and consistently.
Video tutorial
What the video covers
The video walks through a user access provisioning review in DataSnipper for Excel, from importing user access forms to extracting key data points with Form Extraction and validating the approval attributes. It follows the same workflow described in the steps below, from opening the work paper to using the Validation Snip on the extracted results.
Prerequisites
User access forms
Relevant employee lists
Professional package
Start procedure
To perform a user access provisioning review using DataSnipper's Form Extraction:
Open the work paper for IT Access Controls review and select a sample of new joiners.
Import all the user access forms using the Document Organizer.
Click on Document Extraction on the DataSnipper ribbon, and select Form Extraction to open the form extraction window.
Click on 'Start new Form Extraction' and select the source documents to extract information from.
Set the extraction frequency, for example 'extract per page' for multiple pages.
Draw rectangles over all the data points you want to extract, such as employee number, approver name, job title, and administrator name. Make sure each Snip fully covers the data point.
Double click on the extraction headers in the preview pane to rename them.
Click on the blue 'Export to Excel' icon.
Copy and paste the cross-referenced Snips into your workpaper.
Use the Validation Snip to identify passed attributes and verify that access approval came from a different authority than the administrator.
