This course is intended for Examiners of the ITAM system who are:
- Working with the platform for the first time,
- Looking for a comprehensive walkthrough of the platform’s capabilities, and
- Developing their skills to navigate forms, reports, and status fields.
This bootcamp is a start-to-finish curriculum for ITAM that includes lessons on:
- Creating, building, and managing forms.
- Controlling security and access to the platform
- Managing files, reports, and generated documents, and
- Applying documentation and evidence to forms.
Course Information
-
Introduction
-
Dashboards
- The Main Dashboard
- Main Navigation
- Using the Forms Dashboard
- Using Search to Find Forms
- The Documents Dashboard
- The Reports Dashboard
- Your Profile Dashboard
-
Account Management
- Password Management
- Manage and Update 2FA
- Your Entity and Entity Information
- Invite Users to Your Entity
- Your Audit and Activity Logs
- Set and Change Your Signature
-
Managing Forms, Documents, and Files
- Navigating Form Fields and Entries
- Priorities
- Status and Risk Indicators
- Assessment Overview and Elapse Timer
- Form Folders and Tags
- Using Read-Only Mode
- Review Entry Mode
- Action ITAMs
- Risk Score Tool
- Deleting Documents
- Downloading Documents
- Managing Files
- Exporting and Downloading Files
- File Locations
- Mass Select Files
- Map Evidence with AI
- Generated Deliverables
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