Trial Toolkit User Input Workbook: User Instructions: Document Control

Document Control
TRIAL TOOLKIT Reference: TK USER

Issue No: 1
USER INPUT WORKBOOK: Issue Date: 30.05.15
USER INSTRUCTIONS
Purpose Making a ‘Live’ amend

When in a Word docume
This toolkit trial provides you with some key sample files from the full the worksheet, and whil
documentation toolkit, as well as a trial of our new functionality. imported using the step
This workbook has been designed to set up the initial bespoke fields that make Setting up your Word fil
your documentation unique to your organisation. Macro button identified
Instructions
The tab labelled 'InputSheet' outlines generic, repeated fields that require
customisation. 1
Field areas such as [Organisation Name] [roles responsible], will be automatically
filled with the information you input – in Column D – alongside the corresponding
field.
Inserting a company logo: The associated cell is D5 in the worksheet. You need to
ensure that you copy and paste the FULL image URI into this cell. You can get this
by holding Shift and right clicking on the image file, selecting ‘Copy as path’, and
paste it into cell D4.
Document classification: The associated cell is D6 in the worksheet. There is a

specific way that you need to enter your classification information into this cell –
the cell currently has sample text, but in the event of it being removed you need to
insert your document classification levels as follows:
Confidential,Public,Restricted,Official,Unclassified …etc.
You can input as many classification levels as you like here, but they must be
separated with a comma and without spaces. Customize Quick Access
Select ‘More Commands…
You need to save the workbook each time you make an edit. Change the selection of c
to ‘Macros’
When you open up the Word documents, your customised input will have populated Select
the corresponding fields. ‘Project.ThisDocument.U
‘Add’ this selection to the
Columns E and onwards hand pane
Indicate where the roles and responsibilities are present as document owners and Check that it has been m
approvers – you may wish to make these role changes initially. across
Click ‘OK’
Digitally Signed Macro Check that it appears in
All of these document templates contain a certified macro that has been digitally access toolbar.
signed by us, the publishers, so that you aren’t running a code from an unknown
source, thus adding an essential level of security.
Initially, to enable the macro you will need to ‘Enable Content’. You will only need
to do this once upon opening a new document, your computer will then recognise
the macro is from a trusted source.
IT Governance Ltd. Confidential

© IT Governance Ltd 2015 v1.0
Comments to [email protected]
Document Control
TRIAL TOOLKIT Reference: TK USER
Issue No: 1
USER INPUT WORKBOOK: Issue Date: 30.05.15
USER INSTRUCTIONS
Making a ‘Live’ amendment

When in a Word document and making changes to the UserInput worksheet ‘Save’
the worksheet, and whilst in the Word document click on the macro button
imported using the steps above.
Setting up your Word file to make ‘live’ amendments: You need to activate the
Macro button identified below
Customize Quick Access Toolbar

Select ‘More Commands…’
Change the selection of commands
to ‘Macros’
Select
‘Project.ThisDocument.Update’
‘Add’ this selection to the right-
hand pane
Check that it has been moved
across
Click ‘OK’
Check that it appears in your quick
access toolbar.
IT Governance Ltd. Confidential

© IT Governance Ltd 2015 v1.0
Comments to [email protected]
Note: Save this worksheet each time an amendment is made
Description of what to enter
Insert your Organisations Name in D2

Insert your Organisations Address in D3
Insert the full filepath (C:\) to your corporate
logo here (you will need to ensure the logo is
sized appropriately for your style of
documentation) in D4.
List here the different levels of document

classification that your organisations uses -
you must enter these in the same form as the
example in D5.
The cells in Column D are fully
customisable.
Customise Column D by overwriting the

predefined roles (existing italicised grey text)
These roles have been pre-determined based

on appropriate responsibilities for each
management system.
Columns E-H indicate which roles are either
owner or approver for the documentation
contained within the respective documentation
toolkits.
Other roles listed in column D are a collective

of roles that are present within several
document types however, not responsible for
owning or approving the document.
You can make any of these amends as you go

and simply update the Word file when this
worksheet has been filled in and Saved.
Where an individual within your organisation

acts as two management system roles, simply
combine the two together in the same cell and
make sure that you replace the other field(s)
with the same new combined role, for
example: Business Continuity Manager/Quality
Managerwill occur twice in the list in Column
D - replacing both D9 and D60.
ime an amendment is made
Core
Unique Input Templates
Organisation Name
Organisation Address
Classification_1,Classification_2,Classification_3,Classification_4
Author
Board of Directors MSS
Business Continuity Manager
Change Manager
Chief Information Security Officer (CISO)
Chief Executive Officer (CEO) MSS
Chief Information Architect
Chief Technology Officer
Company Secretary
Compliance Manager MSS
Communications Manager
Data Protection Officer
Design Manager
DPA Compliance Manager
Emergency Response Teams
Employees/Staff
Energy Manager
Environment Manager
Facilities Manager
Finance Director (CFO)
Head of HR MSS
Head of Internal Audit
Head of IT (CIO)
Head of Marketing
Head of Production
Head of Risk
Head of Sales
Head of Software Development
Head of Systems Testing
Health and Safety Officer
HR Department
Internal Auditors MSS
Information Architect
Information Security Committee
Information Security Manager
Internal Reviewers
IT Reviewers
IT Department
IT Helpdesk
Lead Auditor MSS
Management System Owner (MSO) MSS
Manager/Executive (generic/line) MSS
Network Administrator
Network Manager
Operations Department
Operations Director (COO) MSS
Owners
Premises Manager
Process Manager MSS
Procurement Department
Procurement Manager
Project Manager
Proposer
Quality Manager
Risk Committee
System Administrator
Site Manager-ess
Training Manager
Users
Webmaster
ISO27001 ISO9001 ISO14001
Templates Templates Templates
ISMS
ISMS
ISMS
ISMS
ISMS QMS EMS
ISMS
ISMS QMS EMS
QMS
QMS EMS
EMS
ISMS QMS EMS
ISMS QMS
ISMS QMS EMS
ISMS
ISMS QMS
QMS EMS
QMS
QMS
ISMS
EMS
ISMS QMS EMS
ISMS
EMS
ISMS QMS EMS

ISMS QMS EMS
ISMS QMS EMS
ISMS
ISMS QMS EMS
ISMS
ISMS QMS EMS
QMS
QMS
ISMS QMS

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Document Control

TRIAL TOOLKIT Reference: TK USER

Purpose Making a ‘Live’ amend

Document classification: The associated cell is D6 in the worksheet. There is a

IT Governance Ltd. Confidential

Making a ‘Live’ amendment

Customize Quick Access Toolbar

IT Governance Ltd. Confidential

Description of what to enter

Insert your Organisations Name in D2

List here the different levels of document

Customise Column D by overwriting the

These roles have been pre-determined based

Other roles listed in column D are a collective

You can make any of these amends as you go

Where an individual within your organisation

ISMS QMS EMS

ISMS QMS EMS

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