Users Guide: Table of Contents

• Accessing ITAM
• My Dashboard
  • Action ITAMs
• My Forms
  • Form Data Entry
  • Data Control Groups
  • Form Entries
    • Form Status Indicators
• File Manager
• My Documents
• My Reports
• My Profile

Overview

This guide aims to empower you as a user of the IT Audit Machine (ITAM) Portal provided by Continuum GRC. It will walk you through the various features of the ITAM Portal, explain their use, and highlight some ways it can save you time and effort as you enter data within the forms provided.

First, let us examine the ITAM Portal interface.

Navigating the ITAM Interface

The ITAM Portal interface consists of five main sections.

1. User Profile and Supplementary Navigation: This displays the name associated with your account and, when pressed, provides a secondary navigation option for most of the buttons on the screen and access to your user profile.

• Main Navigation: The Main Navigation provides access to the ITAM Portal's main features. See the Functional Areas section below for more information.
• Logout Button: Provides a quick way to log out when you finish working in the ITAM User Portal.
• Help Button: Provides access to information on how to use the ITAM User Portal.
• Content Area: The Content Area provides the main working area for interacting with the ITAM Portal's capabilities.

 

Functional Areas

Now that we have examined the basic layout of the ITAM Portal, let's examine how you will typically interact with it to accomplish your work.

When using the ITAM Portal, you will do most of your work via one or more Functional Areas. The ITAM Portal consists of six (6) main functional areas, each accessible from the main menu.

My Dashboard

allows you to quickly view the status of form entries and any Action ITAMs assigned to you.

My Forms

Allows you to interact with the forms assigned to your organization.

File Manager

Allows you to view and work with uploaded files and evidence easily.

My Documents

Allows you to view documents associated with your organization

My Reports

Allows you to view Reports made available to Portal Users within your organization.

My Profile

Allows you to view and update information about you contained in your profile.

The rest of this guide will walk you through each area's use, its main purpose, and how you can use it to achieve your goals in ITAM.