This course is intended for Administrators 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 organization’s ITAM instance for both internal and external clients (via whitelabel).
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
- Customizing the platform for their brand
IT Audit Machine: Introduction to the Administrators Bootcamp
Introduction to ITAM
The Main Menu
System and Security Settings
Intro to System and Security Settings
Basic Settings
Platform-Wide Settings
Security Settings
File Management Settings
Miscellaneous Settings
Diagnostics
Accessing Audit Data
CGRC Code Types and Breaks in Code References
Data Purge
Importing and Exporting Forms
Integrations
Updating File Hashes
Section 1 Quiz
Section 2: User Administration
Intro to User Administration
Your Administrator Account Settings
Creating Users
Editing Users
Suspending and Deleting Users
Creating and Deleting Entities
Event Logs
Section 2 Quiz
Section 3: Forms and Form Management
Introduction to Forms
What Are Forms in ITAM?
Creating New Forms
Managing Forms
Creating Form Tags
Deleting and Disabling Forms
Assigning Folders to Portal Entities
Form Entries
Setting Read-Only Mode
Changing Form Themes
Including Form Payments
Form Status Indicators
Section 3 Quiz
Section 4: Advanced Form Management
Intro to Advanced Form Management
Form Notifications
Form Logic
Form Integrations
Introduction to Action ITAMs
POA&M Forms
Form Codes and Templates
Section 4 Quiz
Section 5: The Form Builder
Intro to the ITAM Form Builder
The Form Builder
Form Properties
An Introduction to Form Fields
Deleting, Duplicating, and Managing Form Fields
Form Fields 1: Text
Form Fields 2: Special Fields
Form Fields 3: Navigation
Form Fields 4: Others
Automapping
Choices and Scores
Section 5 Quiz
Section 6: File Management
The Files Dashboard
File Locations and Form Fields
Exporting Files and File Lists
Uploading, Renaming, Replacing, and Downloading Files
Report Files
File Hashes
Section 6 Quiz
Section 7: Reports
Intro to Dashboards
Creating Dashboards
Dashboard Types
Final Exam
Final Exam



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