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 guide aims to enable you, the ITAM administrator, to understand the tool and its many features. These features allow you to quickly generate forms for assessing compliance and use them to provide governance and oversight to the entity or entities you support.

Navigating the ITAM Admin Portal

The ITAM Admin Portal interface consists of five main sections.

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 a secondary navigation option for most of the buttons on the screen.

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

3. Logout Button: This button provides a quick way for administrators 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.

 

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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.