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.
Why it matters
Intake forms standardize how requests enter the program and capture the data needed to tier risk and assign owners.
Where it appears in the workflow
The first step of a TPRM or security-review workflow, feeding triage and assignment.
Common mistakes
- Treating intake form as a universal term with no workflow context.