To Register:
Overview
This two-day course is designed for Archer “power users” who have surpassed basic end user functions and would like to extend their Archer skills, but do not need administrator-level training. Power users will gain guided practice with advanced searching and reporting, creating and running data imports, creating and organizing widgets and dashboards, and high-level exposure to Archer Advanced Workflow, access control, and advanced records management.
Audience
Archer business users and/or decision-makers who are interested in learning more about what Archer can do.
Delivery Options
Instructor-Led (all classes are virtual at this time), or On-Demand/Self-Paced
Duration
2 days (if Instructor-Led)
Prerequisite Knowledge/Skills
To be successful in this course, students already should be able to:
- Create and edit records
- Perform a global search
- Perform an advanced search against a keyword
- Identify a widget, dashboard, and workspace
- Identify a workspace, solution, and application
Course Objectives
Upon completion of this course, you will be able to:
- Use search tools to retrieve information
- Create and edit reports and charts
- Build personal dashboards
- Perform an Archer data import
- Audit an Archer workflow from creation to close
