Contents

Overview

The purpose of this guide is to enable you, the ITAM administrator, to understand the tool and its many features which provide the power to quickly generate forms for assessing compliance and to use them to provide governance and oversight to the entity or entities you support.

Navigating the ITAM Admin Portal

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The ITAM Admin Portal interface consists of five main sections.

Open

ITAM Layout

1. User Profile and Supplementary Navigation

This button displays the logged in admin’s name and when pressed, provides access to an administrator's user profile and provides a secondary navigation option for most of the buttons on the screen.

2. Main Navigation

The Main Navigation provides access to the main features of the ITAM Admin Portal. See the Functional Areas section below for more information.

3. Logout Button

Provides a quick way for an administrator to log out when they are done working in the ITAM Admin Portal.

4. Help Button

Provides access to information on how to use the ITAM Admin Portal.

5. Content Area

The Content Area provides the main working area for interacting with the capabilities of the ITAM Admin Portal.

Functional Areas

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The ITAM Admin Portal consists of seven (7) main functional areas, each accessible from the main menu. These areas form a core of functionality driving the capabilities and features of ITAM.

Form Manager

Allows you to create, edit, and manage the forms your entity will use to gather information and to assess and facilitate compliance.

File Manager

Allows you to work with the files which have been uploaded to any form you oversee.

Report Manager

Allows you to create, edit, and manage reports, which are meant to quickly give you an overview of the data entered into your forms.

Theme Editor

Allows you to manage the way your forms look when a user interacts with them.

User Manager

Allows you to create, edit, and manage administrative users, examiner users, portal entities, and portal users.

Template Manager

Allows you to create and edit the templates using a WYSIWYG Rich Text Editor. Templates are used for generating documents from form data.

Additional Configuration Options

Some options that allow you to configure your profile or other aspects of ITAM.

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