Overview

The audit and evaluation process depends on documentation and evidence to show that an organization has achieved compliance with a control. In ITAM much of that evidence consists of files uploaded into the appropriate fields in a form. These files may be images, text, affidavits, spreadsheets, or almost any other type of file that conveys the information needed. The File Manager is a convenient way to see the files uploaded by an entity and interact with those files.

File Manager View

The File Manager is accessed from the main menu by clicking the Files icon in the main navigation.

Selecting an Entity

When the File Manager is first accessed, it will typically not display any file data until an Entity is chosen using the Select an Entity dropdown at the top right of the working area. To select an Entity, click on the dropdown, choose the entity whose files you wish to review, and then click the Go button.

Filtering Files

There are several ways to navigate files quickly. The first is the simple search bar, located in the upper-right corner of the page:

Sorting Files

The File Manager in ITAM includes the same sorting options as many other data lists and reports the system provides. The System will highlight an arrow next to the field currently being used to sort the data, up for ascending and down for descending. Clicking on the title of a column will change the sort to that field. Clicking on the title of a column again will change the direction of the type using the same column.

Downloading a List of Files

The list of files displayed on the screen in the File Manager can be downloaded in one of three formats: Comma Separated Variable (CSV), Excel, or PDF. To download the list of files, click on the appropriate button Save as CSV, Save as Excel, or Save as PDF each of which will generate the appropriate file time and initiate a download via your browser.

Note: The list downloaded will contain only the files associated with the current search filter.

File Options

Each row in the File Manager table has a set of associated editing and management tasks:

Rename a File

Clicking on the link will display a prompt confirming that you wish to rename the file and provide a field to type the new name. To rename the file, enter the new name and click Rename. To avoid renaming the file, click Cancel.

Note: Renaming a file cannot be undone. You must rename the file to restore its previous name.

Replace a File

When you click on the Replace link, you will be given an upload dialog. Select a file that will replace the current one with the new one.

Upload a File

You'll be given an upload dialog when you click the Upload link. Selecting a file will upload it and place its record in the File Management table underneath the current selection.

Note: When deleting files using this functionality, there is no confirmation before deletion. Only use it when you are sure you want to delete a file.

Replacing a File

Each entry in the File Manager includes a link to replace the file. Clicking this link will open your computer’s file selection interface. Select a file, and ITAM will upload it and replace the existing file with the one you selected.

Uploading a File

Each entry in the File Manager comes with a link to upload a file. Although the link is on an entry, the Upload feature will create a new entry instead of modifying the selected entry. Clicking on the Upload link will open your computer’s file-selecting interface. Selecting a file will upload it to ITAM and associate it with the same form and field with which the original file was associated.

Viewing the Field Associated with a File

Each entry in the File Manager comes with a link to go to the field associated with the file. Clicking on the Go To Field link will bring you to the field in the form where the file was uploaded.