Purpose Statement
The purpose of this Knowledge Base article is to demonstrate how to manage the General area within ITM Setup.
The General area allows agencies to manage contact information, communication methods, and special instructions used for ITM reminders and communication with Service Providers.
Background Information
The General area within ITM Setup contains agency information used throughout the ITM workflow.
From this area, users can:
- Review the Agency Logo.
- Manage contact information.
- Select preferred communication methods.
- Add special instructions for Service Providers.
The Agency Logo is managed from Agency Setup and feed into ITM Setup when the Business Portal is enabled.
Required Permissions
The specific permissions required to access and modify ITM Setup > General and Admin > Agency Setup are not provided in the source material for this article.
Users who cannot access these areas should contact their agency administrator to verify that their assigned role has the appropriate ITM Setup and Agency Setup permissions.
Video
Step-by-Step Guide
1. Navigate to the General area in ITM Setup.
Click ITM > ITM Setup > General.
The General area allows you to establish and manage contact details that can be used for ITM reminders.
2. Review the General Information section.
The General Information section includes:
- Agency Logo
- AHJ Display Name
3. Update the Agency Logo.
The Agency Logo from Agency Setup.
Click Admin > Agency Setup, then make the desired updates. Changes made in Agency Setup will feed into the General area of ITM Setup when the Business Portal is enabled within your system.
4. Return to General and manage Contact Information.
Navigate back to ITM > ITM Setup > General.
Update or edit the desired Contact Information.
5. Select Communication Methods.
Establish the preferred Communication Methods.
Available options include:
- Phone
- Both email and phone
6. Add special instructions.
Enter any special instructions that you want to communicate to your Service Providers.
Best Practices
- Keep contact information current so ITM reminders reach the appropriate contacts.
- Select communication methods that align with your agency's preferred ITM workflow.
- Keep special instructions clear and concise so Service Providers can easily understand them.
- Manage the Agency Logo from Agency Setup rather than attempting to change them from ITM Setup.
- Verify that the Business Portal is enabled when expecting Agency Setup information to appear in the ITM General area.
Troubleshooting & FAQs
Why can't I change the Agency Logo from ITM Setup?
These fields are managed from Admin > Agency Setup. Make the necessary changes in Agency Setup.
Why aren't my Agency Setup changes appearing in the ITM General area?
Verify that the Business Portal is enabled within your system. Agency Setup information feeds into the ITM General area when the Business Portal is enabled.
What communication methods can I select?
The available communication methods are email, phone, or both.
Where can I add information specifically for Service Providers?
Use the special instructions section within ITM Setup > General to enter information you want to communicate to Service Providers.
What should I do if I cannot access ITM Setup or Agency Setup?
Contact your agency administrator to verify that your assigned role has the permissions required to access the applicable setup area.