Riskonnect University Agenda:
ClearSight Admin Basics 2: Platform and Data Mgmt Settings

  • System Administration
  • Screen Configuration
  • Workflow
  • Data Management
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Program Learning Objectives
Upon completing this course you will be able to:

  • Configure various system settings, including clients, languages, packages, add-on deployment and SIM
  • Manage views and search defaults
  • Manage screen labels
  • Manage forms, codes and lookups, and code dependencies
  • Set up user fields with role filters
  • Work with Events and Actions
  • Configure and use various data management settings, including contact types/relations, matching rule and similar entity configurations, and imports

Program Description
This Administration Basics course is ideal for new System Administrators. This 4-hour course covers settings for system administration, screen configuration, workflow and data management.


Program Level: Basic
Program Prerequisites: Must be a ClearSight client
Advanced Preparation: None
Course Format: Group Live
CPE Credit: 3.25
Field of Study: Information Technology


For more information regarding administrative policies such as complaint and refund, please contact our offices at 770-790-4400.

Riskonnect is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org