Sign up at your convenience by contacting your Riskonnect representative.
Or, if you have any questions, contact Robert Garrett.

Riskonnect University Agenda:
Administrator Essentials

Session 1: The Basics

PLATFORM BASICS

  • A Look at the Riskonnect System
  • Terminology
  • User Interface

GENERAL USER BASICS

  • Profile and Settings
  • Viewing Records
  • List Views

ADMIN BASICS

  • Navigating Setup
  • Monitoring Your Instance

USER ADMINISTRATION

  • Creating/Editing Users
  • User Licenses
  • Password Management
  • Profiles
  • Public Groups

Session 2: Object Management

INTRODUCTION TO OBJECTS

  • The Data Model
  • Object Settings
  • Creating/Editing Fields
  • Relationships

OBJECT MANAGEMENT

  • Page Layouts
  • Record Types
  • Picklist Management

LIGHTNING RECORD PAGES

  • Updating existing pages
  • Creating new pages

Session 3: Automation & Data Management

DATA HANDLING

  • Files and Documents
  • Data Export Service

EMAILS

  • Email Templates
  • Letterheads

FORMULAS

  • Formula Fields
  • Validation Rules

WORKFLOW RULES

  • Automation Overview
  • Assigning Tasks
  • Email Alerts
  • Field Updating

Session 4: Change Management

HIERARCHY

  • Nodes
  • Moving Things Around in the Tree

HOME PAGE CUSTOMIZATION

  • Building Components
  • Editing the Home Page

BEST PRACTICES

  • Sandboxes
  • Change Sets
Email Us to REGISTER

Program Learning Objectives
Upon completing this course you will be able to:

  • Understand system terminology
  • Customize the user interface
  • Manage users in your organization
  • Control how your data and records are stored and presented
  • Write rules that protect the integrity of your data
  • Configure basic automation
  • Send automated emails with dynamic values
  • Work with data
  • Deploy new features to the live system

Program Description
Riskonnect’s Administrator Essentials course is ideal for new System Administrators. Four 4-hour Sessions, hands-on course is ideal for people who are responsible for the setup, configuration and maintenance of  your Riskonnect instance.


Program Level: Basic
Program Prerequisites: Must be a Riskonnect client
Advanced Preparation: None
Course Format: Group Live
CPE Credit: 14
Field of Study: Information Technology


Location: Online
Course Length: Four 4-hour Sessions
Cost: $2,000
Price includes up to 3 attendees. Please contact us for volume discounts.