RSA Archer New User Experience

Document created by Matthew Bradley Employee on Dec 3, 2018
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Schedule & Register

Schedule Only

 

 

 

 

In order to register for a class, you need to first create an EMC account

If you need further assistance, contact us

 

 

 

Overview

This activity driven course will guide new RSA Archer users in navigating the user interface, entering records, completing assigned workflow tasks, searching, reporting, and customizing the interface. The skills learned during this foundational course can be generalized to a client specific environment.

 

Audience

• RSA Customers

• RSA Partners

• RSA Internal Staff

 

Duration

1 Day (ILT)

 

Prerequisite Knowledge/Skills

Students should have basic computer skills but no previous RSA Archer expertise is required

 

Course Objectives

Upon successful completion of this course, participants should be able to:

• Navigate the RSA Archer user interface

• Use applications to enter and modify records

• Interact with tasks and workflows to complete job functions

• Use search tools to retrieve information

• Create and update reports and charts

• Build personal dashboards

• Leverage system-level and community-level user resources

 

Course Outline

Introduction

Login and navigation

Using tasks to edit records

Working with records

Adding records using favorite buttons

Managing workspaces

Dashboard home pages

Workflows

Searches

Reports and charts

Good practices

Attachments

    Outcomes