Glossary definition

Intake Form

Intake Form is a structured form used to capture initial details about a new vendor or request so it can be triaged and routed for assessment.

Workflow Ops

Why It Matters

In security reviews

Intake forms standardize how requests enter the program and capture the data needed to tier risk and assign owners.

Workflow Context

Where it shows up

The first step of a TPRM or security-review workflow, feeding triage and assignment.

Common Mistakes

What to avoid
  1. Treating intake form as a universal term with no workflow context.

    Use this as an editorial checkpoint when the term appears in a buyer review, internal workflow, or vendor evaluation.