> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.granitegrc.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Navigating the Tool View

## 1. Use the tabs at the top to navigate between the different views.

The tool has three main views: Assessment, Reporting, and Form List for each form.

![](https://images.tango.us/workflows/97e5b2f1-213e-421f-a703-b5423418a2c9/steps/391d6f45-e804-41c5-9b43-179a2a2fb50b/7e262b00-e39b-4fb6-8dec-e81a4ec3941c.png?fp-x=0.5000&fp-y=0.5000&w=1200&border=F4F2F7&bx=205&by=6&bw=725&bh=102&c=ffa21d&dpr=2.00)


## 2. To navigate to the Assessment view, select an item from the organizational tree.

You can also select an item from the menu under the "Assessment" tab.

![](https://images.tango.us/workflows/97e5b2f1-213e-421f-a703-b5423418a2c9/steps/e4e6f6c5-980e-4e25-a268-6d08a5a79169/5db0954d-872e-4139-b4a7-5ef86b6d8a3a.png?fp-x=0.5000&fp-y=0.5000&w=1200&border=F4F2F7&bx=200&by=239&bw=334&bh=77&c=ffa21d&dpr=2.00)


## 3. The Assessment view is primarily designed for conducting the initial assessment.

It includes tool-specific instructions and a structured layout that makes it easier to collect and record information.

![](https://images.tango.us/workflows/97e5b2f1-213e-421f-a703-b5423418a2c9/steps/9d76fe7c-78fe-4f62-9af5-fab738d77917/4adea385-4e8f-4db4-af38-e38589288b77.png?w=1200&border=F4F2F7&dpr=2.00)


## 4. The Reporting tab opens by default when you enter a tool.

It provides an overview of your organization's current status through tables and charts.

![](https://images.tango.us/workflows/97e5b2f1-213e-421f-a703-b5423418a2c9/steps/93aa9cbc-b5ee-47d3-bb91-717492214635/7a9135ba-4cb3-4f1e-85fc-e0f464f60a63.png?fp-x=0.5000&fp-y=0.5000&w=1200&border=F4F2F7&bx=398&by=10&bw=154&bh=102&c=ffa21d&dpr=2.00)


## 5. Tool-specific forms are available as tabs at the top.

Each tab displays a list of records entered using that form.

![](https://images.tango.us/workflows/97e5b2f1-213e-421f-a703-b5423418a2c9/steps/29cddaf3-debe-4caa-a712-1d4aa8ba5b2e/1d8dc159-d2be-4695-a482-d81897623733.png?fp-x=0.5000&fp-y=0.5000&w=1200&border=F4F2F7&bx=534&by=10&bw=90&bh=102&c=ffa21d&dpr=2.00)


## 6. Click the "Insert Form" button at the top to add a new form.

The button is available in every tool view, making it easy to add new information at any time.

![](https://images.tango.us/workflows/97e5b2f1-213e-421f-a703-b5423418a2c9/steps/bab9347d-a2f4-401e-a504-30ead7d55e6d/ab04abdb-1ecf-400c-88c9-53e97d352c5d.png?fp-x=0.6010&fp-y=0.3738&fp-z=1.2853&w=1200&border=F4F2F7&bx=1124&by=20&bw=226&bh=80&c=ffa21d&dpr=2.00)


## 7. Use the menu in the top-right corner to open PDF printing, Tasks, or Granite AI in the right-hand panel.

![](https://images.tango.us/workflows/97e5b2f1-213e-421f-a703-b5423418a2c9/steps/4cfc6347-1319-4b38-831f-815f1a62a357/f0ddfe31-cc9e-438a-b50b-b38df8fed8f1.png?fp-x=0.7439&fp-y=0.2817&fp-z=1.7830&w=1200&border=F4F2F7&bx=1410&by=18&bw=212&bh=84&c=ffa21d&dpr=2.00)


## 8. The left sidebar displays the category of the currently selected tool and other tools within the same category.

Click a tool name to switch to another tool.

![](https://images.tango.us/workflows/97e5b2f1-213e-421f-a703-b5423418a2c9/steps/11f3616d-2c79-4374-a8b1-9cc1e33afa4c/266a224d-a134-4ec1-b230-4b9fa6dfacc0.png?fp-x=0.5000&fp-y=0.5000&w=1200&border=F4F2F7&bx=120&by=8&bw=574&bh=104&c=ffa21d&dpr=2.00)