Do firms have to use the hard copy data collection tools (forms) found in the implementation guide?

Any examples are for illustrative purposes only.

The data collection tools available in the implementation guide are optional. These forms are aids that can be used to guide data collection; however, other data collection tools, such as electronic reports and internally developed forms are other possible options for data collection. All data collection tools (e.g., forms, reports, etc.) utilized by the firm should be retained for the on-site review.