Form Templates

Templates are pre-built forms for common compliance scenarios. Use them to save time and ensure you're asking the right questions.

What Are Templates?

Templates are ready-made forms that you can:

• Use as-is
• Customize for your needs
• Use as starting points for new forms

Template Library

Accessing Templates

Template Categories

Available Templates

Security Self-Assessment

Purpose: Annual security program self-evaluation

Includes questions about:

• Security policies and procedures
• Access control measures
• Data protection practices
• Incident response readiness
• Employee training

Vendor Security Questionnaire

Purpose: Evaluate third-party security

Based on common standards:

• SIG (Standardized Information Gathering)
• CAIQ (Consensus Assessments Initiative)
• Custom questionnaires

Covers:

• Security governance
• Data handling
• Technical controls
• Compliance certifications

SOC 2 Readiness Checklist

Purpose: Assess SOC 2 audit readiness

Organized by Trust Service Criteria:

• Security (CC1-CC9)
• Availability
• Processing Integrity
• Confidentiality
• Privacy

HIPAA Compliance Checklist

Purpose: Verify HIPAA compliance

Covers:

• Administrative safeguards
• Physical safeguards
• Technical safeguards
• Required policies

Risk Assessment Questionnaire

Purpose: Identify and assess risks

Collects:

• Risk descriptions
• Likelihood and impact
• Current controls
• Mitigation plans

Policy Acknowledgment

Purpose: Document employee acknowledgment

For:

• Acceptable use policy
• Security policy
• Privacy policy
• Code of conduct

Using a Template

Create Form from Template

Customizing Templates

After creating from template:

Creating Your Own Templates

Save Form as Template

Turn a form into a reusable template:

Template Best Practices

When creating templates:

Managing Templates

Template Visibility

Editing Templates

Update a template:

1. Open the template
2. Make changes
3. Save template

Changes don't affect forms already created from the template.

Deleting Templates

Remove templates you no longer need:

1. Find the template
2. Click delete
3. Confirm deletion

Existing forms from the template are not affected.

Template Updates

System Templates

PartnerAlly-provided templates may receive updates:

• Based on regulatory changes
• Improved best practices
• User feedback

You'll be notified of major updates.

Applying Updates

When templates update:

• Existing forms are unchanged
• New forms use updated version
• Consider refreshing old forms

Template Sharing

Share Within Organization

Make templates available to your team:

1. Set visibility to "Organization"
2. Team members can use the template
3. Consider documenting when to use

Template Library

For organizations:

• Build a library of custom templates
• Standardize data collection
• Ensure consistent assessments

Common Questions

Can I see what changed in a template?

Template version history shows:

• What changed
• When changes were made
• Who made changes

Can I merge template updates into existing forms?

Not automatically. To incorporate updates:

1. Create new form from updated template
2. Compare with existing form
3. Add new/changed questions manually
4. Consider retiring old form

How do I know which template to use?

Consider:

• What compliance framework?
• What data are you collecting?
• Who will respond?
• What will you do with the data?

Can I combine templates?

Yes:

1. Create from one template
2. Add questions from another
3. Customize the combination
4. Save as new template if useful

Framework-Specific Templates

SOC 2

ISO 27001

HIPAA

Next Steps

• Form Builder - Customize templates
• Responses - Analyze collected data
• Form List - Manage your forms