Auditor Help: Collecting Data

  1. Run the Ecora software.
  2. Click on the Collect button.
  3. If prompted, enter the Preparer Settings (your name, email, and organization) and click OK.
  4. Select the Data Collection Only option (and a report type if you wish).
  5. Click Next >.
  6. Make the selections appropriate to the module:
  7. Note NOTE: Collection options can have ramifications on policy compliance. If you are using Auditor Professional Executive Dashboard, collection consistency is important. Failure to collect data included in your policies can result in lower compliance percentages. Empty values cannot be considered compliant, so a system may appear out of compliance if the necessary attributes were not collected and cannot be verified IN compliance.

  8. If prompted, accept the time estimate and click OK.
  9. Click No when prompted to save to a file for scheduling (or click Yes, name the selection set, and see the Scheduling instructions).
  10. After the report has been generated, leave the checkbox selected to View report now (or deselect it to return to the interface).
  11. Click Finish.