This video presentation provides an overview and demo of Archer Engage for Business Users. This information was presented at the May 14, 2021 Free Friday Tech Huddle by Corey Carpenter and Craig Lee.
Please see attached for the presentation and below for Q&A and resources for this Free Friday Tech Huddle.
- Archer Engage for Business Users
- Archer Engage for Business Users Template Package
- Archer Engage for Business Users Publish Template Guide
- Archer Engage for Business Users Product Advisory
Q: Will language translations work the same with Engage as it does today?
A: If you are familiar with Engage with Vendors, yes it will work the same. Questions and Answers will publish in the design language, but the portal UI elements are not translated.
Q: Engage is a mobile computing use of Archer for business users. Is that correct?
A: The portal is a cloud application that can be accessed via a browser on any device including mobile devices. Engage for Business has a reactive design so that it is easy to use from a mobile device.
Q: Will existing advanced workflows still work with Engage?
A: Existing workflows will continue to function as they do today. A submission from Engage will not, however, simulate the button click in Archer to move a piece of content to the next stage. The portal itself does not support AWF, but you can easily embed the publish/submit "step" that Engage supports in an existing Archer Advanced Workflow.
Q: Does Engage for Business Users support all Question field types?
A: Currently, we support Text, Numeric, Date, Values List, and Attachment. That includes those that are question-type and non-question-type.
Q: The title is Engage for Business Users, I assume it will work for Public Sector Users as well? We only own the Public Sector solutions.
A: Correct - the Engage for Business Users is just the naming convention of the product. It's intended for casual users (1 Line of Defense (LOD) or others) regardless of their designation or title.
Q: Does it currently support DDE show/hide rules?
A: Data-driven events are not supported in the initial release, but it is on the shorter term roadmap.
Q: Do we need to have advanced Workflow enabled for the App/Ques which we want to link with Engage? How is the User Access controlled in Engage?
A: Craig is shows the AWF portion of this in the demo. Please refer to the video for more detail. In terms of the User Access - the email address of the person that the record is published to has access to the record in Engage and that is it. We are looking to enable optional collaboration to mimic the functionality of Engage Vendor but give you the option of turning it off/on for each application/questionnaire when you send it out. You will only need to enable AWF to be able to configure a second layout for the portal design. You do not actually need an active AWF configuration.
Q: How does it integrate with current dashboards? Will the user be redirected back to their main dashboard once they completed their assessment, or does Engage have a separate dashboard?
A: Engage has a separate dashboard - when the user completes a request in Engage they will be taken back there for any other requests as the user may or may not have access to main Archer.
Q: Are we supposed to create separate layout within questionnaires or applications that are supposed to be published?
A: The separate layout allows you to design the sections and fields you wish to display. This allows you to easily include only the questions you want to include in the portal. Typically the default layout will probably have fields that you do not want to include for your business user.
Q: Is the intention for Engage is to create a mobile friendly way for our internal business users to interact with our instance of Archer? The vendor portal makes 100% sense to me as they are external users, but just trying to understand the driver for having internal system users interact with our Archer instance in a different way than they do today.
A: The overall intention of Engage (Engage Vendor, Engage for Business Users, and later Engage for Executives) is to simplify the experience and extend Archer to casual users who help inform risk professionals. Specific to Engage for Business Users we are offering this as an additional product that gives an easy to use experience and streamlines the process for users that aren't in Archer every day. It's a mobile friendly interface so they can respond to requests anywhere and on any device.
Q: What's the record retention in Engage for Business Users? Said another way, how long will content remain after the user submits the record in Engage for Business Uses?
A: Submitted content is deleted 180 days after submission. Unsubmitted content will be deleted if it has not been updated for 180 days.
Q: Is the js file (uploaded to the data feed) available in the community?
A: Yes, the package includes an example feed and the js used to support that feed. Check it out here: https://community.rsa.com/t5/archer-solutions-use-cases/archer-engage-for-business-users-template-package/ta-p/606537
Q: Are there plans to make the guided tour configurable?
A: There are not plans to make the guided tour configurable specifically. The first item in the tour is the instructions pulled from a field from the Archer record.
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