Agenda: Administrator Essentials | Riskonnect University

Riskonnect University:
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.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 770-790-4700.

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 website:

National Registry of CPE Sponsors

Request Your Free Riskonnect Demo

Pin It on Pinterest