myITemplates

This article goes over how to add sections, categories, or questions from a list of compliance standards using myITemplates.

myITemplates is a repository for compliance-based standards that meet the needs of specific clients. While some clients may be medical-based and others requiring Payment Card Industry standards, myITemplates is where you can add items to better tailor your assessments.

To Add items from myITemplates

  1. Go to Standards on the menu bar. 
  2. Toward the top right, click the Add Standard button and select Add from myITemplates
  3. You'll see a prompt for Drag and drop entire sections into your library
  4. You are initially presented with available sections and the number of nested categories and questions
  5. Entire sections and therefore the nested categories and questions can be dragged over to your existing standards library
  6. Categories and their nested questions can also be dragged over to your existing standards library
  7. Individual questions cannot be added from myITemplates

Please note: Since myITemplates are specific in nature, they are imported as hidden for new clients by default and must be manually added to a client's template.

Items appearing with the myITprocess logo are restricted and cannot be exported and can only be modified in the following manner:

  • Sections:
    • Hide for new clients 
    • Internal use only
    • Assign/unassign specific clients
    • Assign/unassign tags
  • Categories:
    • Reminder period
    • Hide for new clients 
    • Internal use only
    • Assign/unassign specific clients
    • Assign/unassign tags
  • Questions:
    • Priority

 

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