Skip to main content

Search

Knowledge Center

ITM Setup: Reference Documentation

Purpose Statement

The purpose of this Knowledge Base article is to demonstrate how to manage Reference Documentation within ITM Setup.

Reference Documentation allows agencies to provide service providers with important reference materials directly within ITM, helping ensure relevant procedures, workflows, and jurisdiction-specific information are readily available.

Background Information

The Reference Documentation area within ITM Setup allows agencies to add reference materials for service providers.

Reference materials can include:

  • Hyperlinks
  • PDF documents
  • Word documents
  • Internal workflows
  • Standard Operating Procedures (SOPs)
  • Jurisdiction-specific documentation
  • Other relevant reference materials

Required Permissions

The specific permissions required to manage ITM Reference Documentation should be verified based on your agency's configured First Due roles and permissions.

Users who do not see ITM Setup or Reference Documentation should contact their agency administrator to confirm they have the appropriate access.

Video

Step-by-Step Guide


1. Navigate to ITM Setup

Click ITM, then select ITM Setup.



2. Open Reference Documentation

Click Reference Documentation.

The Reference Documentation area allows you to provide reference materials to service providers in the form of hyperlinks, PDFs, or Word documents.

These materials can include internal workflows, Standard Operating Procedures (SOPs), and other relevant documentation specific to your jurisdiction.



3. Add Reference Material

Click Add to begin adding new reference material.



4. Enter the Required Information

Complete the required fields:

  • Document Name
  • Description



5. Upload the Reference Document

Click Drop your document here or click to browse to select and upload your reference document.



6. Add the Document

Click Add to save the document as Reference Documentation.

Best Practices

  • Use clear, descriptive document names so service providers can quickly identify the appropriate resource.
  • Include a concise description explaining the purpose of each document.
  • Keep SOPs, workflows, and other reference materials current.
  • Review Reference Documentation periodically and update materials when agency procedures change.
  • Use consistent naming conventions when maintaining multiple reference documents.

Troubleshooting & FAQs

Why can't I access ITM Setup or Reference Documentation?

Your user account may not have the appropriate access. Contact your agency administrator to verify your assigned role and permissions.

What types of materials can be added as Reference Documentation?

Reference materials can include hyperlinks, PDFs, Word documents, internal workflows, SOPs, and other relevant jurisdiction-specific documentation.

What information is required when adding Reference Documentation?

A Document Name and Description are required.

Who should use Reference Documentation?

Agencies can use Reference Documentation to make relevant materials available to service providers working within their ITM processes.