Using myITemplates

NAVIGATION  Standards > Add Standard > Add from myITemplates

This article explains how to add sections, categories, and questions from compliance-based standards using myITemplates.

myITemplates is a repository of standards designed to help meet specific compliance requirements. For example, some organizations may require standards related to healthcare compliance, while others may need standards aligned with Payment Card Industry (PCI) requirements. myITemplates allows you to add relevant items to your Standards Library so your assessments can better align with a client’s compliance needs.

Adding standards from myITemplates to the Standards Library

Complete the following steps:

1. In the top navigation menu, click Standards.
2. In the upper-right corner of the page, click the Add Standard drop-down menu.
3. Select Add from myITemplates.
4. In the myITemplates pane that opens, you can do the following:
   • Scroll through the full list of myITemplates sections.
     
   • Reference the number of categories and questions in each section.
   • Search for specific sections using the search bar.
   • Hover over a section title to see the full title.
   • Click a section to view the full list of categories in that section.
     
   • Scroll through the full list of categories in that section.
     
   • Reference the number of questions in each category.
     
   • Search for specific categories using the search bar.
   • Hover over a category title to see the full title.
   • Click a category to view the details of the questions in that category.
     

Click the back arrow in the upper-left corner of the pane as needed to return to the lists of categories and sections.

5. You can drag and drop an entire section (including all of its child categories and questions) into your desired spot in the Standards Library. You can also drag and drop an entire category (including its child questions) into a section that already exists in the Standards Library.

NOTE  Individual questions cannot be dragged and dropped.

Adding standards from myITemplates to organization templates

Because myITemplates are designed for specific compliance scenarios, imported items are hidden for new organizations by default. They must be manually included in a client’s organization template. Refer to Including or excluding sections and categories in organization templates.

Restrictions for myITemplates standards

Standards marked with the myITprocess logo have limited editing capabilities. You cannot modify the title text and question content for these standards.

These items are not exported if you export the Standards Library via Importing and exporting Standards Library templates. Therefore, they cannot be modified as part of an export.

The items can be modified only in the following ways:

Sections

You can hide the section for new organizations, mark it for internal use only, assign or unassign specific organizations, and assign or remove tags.

Categories

You can modify the reminder period, hide the category for new organizations, mark it for internal use only, assign or unassign specific organizations, and assign or remove tags.

Questions

You can modify the question priority.