Riskonnect University Agenda:
Administrator Essentials


9:00     Platform Basics
Riskonnect System; Terminology; User Interface

9:30     General User Basics
Profile and Settings; Viewing Records; List Views

10:00     Admin Basics
Navigating Setup; Monitoring Your Instance

10:30     Break

10:45     User Administration
Creating/Editing Users; User Licenses; Password Management; Profiles; Public Groups

12:00     Lunch

1:00      Introduction to Objects
Data Model; Object Settings; Creating/Editing Fields; Relationships

2:30     Break

2:45     Object Management
Page Layouts; Record Types; Picklist Management

4:45      Break for the day


9:00     Data Handling
Files and Documents; Data Export Service

9:30     Emails
Templates; Letterheads

10:30     Break

10:45     Formulas
Formula Fields; Validation Rules

12:00     Lunch

1:00     Hierarchy
Nodes; Moving Things Around in the Tree

2:30     Break

2:45     Home Page Customization
Components; Layouts

3:30     Best Practices
Sandboxes; Change Sets

4:45     Wrap-Up



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. This two-day, 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: Two Days
Cost: $2,000
Price includes up to 3 attendees. Please contact us for volume discounts.