The Settings Dashboard is the central hub for controlling your ITAM instance. Here, you can manage how the platform looks and feels, manage users, control data, and perform important management tasks related to forms, users, and reports. It also provides information on the system’s state, including active users and existing forms.

On both the main dashboard page and the side menu, you’ll find a list of setting categories that provide administrators with complete control over their systems:

• Global Logic
• Module Sequencing
• Code and Data Analysis
• Audit and Analytics
• RSS Keyword Alerts
• Time Rules
• Orphan Entry Repair
• System Settings

Module Sequencing

An important part of managing forms and modules across client entities is ensuring that form fields and control groups remain consistent across organizations and that any changes receive appropriate oversight and approval. The Sequencing module allows administrators to control this in a single dashboard:

In the settings screen, click on the Module Sequencing tab. On the Module Sequencing page, you’ll see an interface that allows you to build and approve different form structures based on new or existing forms. 

First, at the top of the screen, you’ll see three buttons: Import Profile, Export Profile, and New Profile. Profiles are JSON files that you can export and import across different ITAM instances. 

When you click the New Profile button, however, you’re given a blank form template. To create a new module sequence profile, simply give the profile a new name, set the status to draft, define the framework you’re using, and select a source module. You can also provide a description of the profile. 

Once you select the source module, A list of the individual modules will appear in the sequence section. You can manually move specific modules up or down with the Up/Down buttons, or by clicking and dragging them using the same-named button. 

Additionally, you’ll have several options to finalize the form sequence:

1.  Use Current Module Order will do just this, locking in the module sequence until further edited. 
2. AI Optimize Control Groups will use proprietary A dot ITAM capabilities to suggest a module order based on existing form structure data in the instance. 
3. Save Profile saves the profile for future editing
4. Save as new creates a copy of the current profile with the same structure
5. Approve sequence saves for profile and sets its status to Approved

You can also manually set the profile status to Draft, Approved, or Archived at any time.

Code and Data Analysis

The Code and Data Analysis screen covers Form Elements and associated machine codes. These codes map control elements across different forms to ensure consistency. Here, you can get a high-level overview of the codes in your instance, how many codes are duplicated across different elements, and which forms do or do not have the expected associated codes for the elements they contain.

Audit and Analytics

ITAM provides several ways to collect audit data from users and examiners so you can manage that data and download copies for reporting.

The primary approach is the Audit and Analytics tab, where you pull audit logs by:

• Entity
• Action type
• Date of the action
• User

Whatever your search criteria, the audit logs table shows the same key information for each record, with each row representing an action in the ITAM system:

• The date and time the action took place
• The entity the action was taken within
• The user who took the action, along with their account email
• The type of action taken
• The form the action was taken in, if applicable
• The IP address the user connected from
• The permission type associated with that action — administrator, examiner, or portal user

Click Refresh to capture real-time activity. Click Export CSV for a spreadsheet record of the logs you have pulled.

System-Wide Settings

Within the Settings Dashboard, there is another deep set of System Settings that lets administrators control the platform’s core features. When you click on the System Settings tab, you’ll see this list… and it can look a little intimidating at first. But it’s best to just see this tab as a more comprehensive collection of settings that don’t fit under other tabs. 

Miscellaneous

Within the Systems Settings Dashboard, there is another subsection of settings helpfully dubbed Miscellaneous. This is a collection of platform settings that cover several facets of how the platform looks and behaves. 

Finally, the final list of assorted settings includes:

• Setting the default “From” name and address for email notifications,
• The URL for the ITAM Admin panel. Note that you will most likely not need to change this, and should not do so without good reason and consultation with Continuum GRC.
• The default folder for file uploads,
• The default platform theme and font family, 
• The maximum list of entries in the user’s Form Manager, 
• The minimum password length.
• Finally, you can check the ‘Remove the “Powered by IT Audit Machine” link from all my forms’ option to remove this textual watermark from forms.

Import/Export Settings

System Security Settings

Security Settings is a collection of security-focused features and options within the System Settings Dashboard that help you administer access to the platform.