Administrator's Guide Table of Contents

• Form Manager
  • Advanced Form Management
    • Form Notifications
    • Form Logic
    • Form Integration
    • Automapping
  • Form Builder
    • Form Fields
    • Form Field Properties
  • Entry Manager
    • Form Status Indicators
  • Managing POA&M Reports
• File Manager
• Report Manager
  • Report Types
• Theme Manager
• User Manager
• Template Manager
• Additional Configuration Options
  • System Settings
  • My Profile
  • Hidden Functionality

 

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Overview

This is a guide for ITAM administrators to control their instances by creating forms, managing documents, and overseeing client work.

Navigating the ITAM Admin Portal

The ITAM Admin Portal interface consists of five main sections.

1. Main Navigation: The Main Navigation provides access to the ITAM Admin Portal's main features. See the Functional Areas section below for more information.
2. 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 a secondary navigation option for most of the buttons on the screen.
3. Content Area: The Content Area provides the main working area for interacting with the capabilities of the ITAM Admin Portal.
4. Action ITAMS: Action items assigned to you from various forms.

 

Navigating ITAM for Administrators

The ITAM Admin Portal comprises six primary areas, each accessible from the main menu. These areas form the core of functionality driving ITAM's capabilities and features:

1. Form Manager

Forms are the core of any compliance process, and the form manager allows you to create, edit, and manage the forms your entity will use to gather information and assess and facilitate compliance.

2. File Manager

Upload, manage, delete, play, and edit the files uploaded to any form you oversee.

3. Report Manager

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

4. Theme Editor

Allows you to manage how your forms look when users interact with them for a better visual experience.

5. User Manager

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

6. Template Manager

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