Archer Admin Essentials

Overview: 

Archer Admin Essentials is intended to give new Archer administrators a foundation of knowledge that will equip them to build applications and Archer automations, set up access control, perform basic data integration, and create reports and charts for display in dashboards and workspaces. After taking this training, students will be able to begin planning, configuring, and managing an Archer environment. Admin Essentials is intended for new or experienced Archer administrators who already have proficiency with Archer end user tasks and general knowledge.  

NOTE: The virtual lab exercises for Archer Admin Essentials use a virtual, on-prem instance of Archer, so lab exercises will be completed using Archer Classic UX. This course does provide video demonstrations and screenshots of Archer Core UX for admin functions where there are differences in functionality and user experience.   

Audience: 

Archer administrators who are responsible for building and managing Archer. 

Delivery Options: 

This course can be taken in either an instructor-led (see schedule options) format over 4 full consecutive days, or in our on-demand/self-paced format, which allows the student up to a year to work through the materials and 20 runtime hours over 4 weeks of access to the accompanying lab environment. The contents of each delivery option are the same; the key differences are tied to the mode of delivery. If you're a successful self-paced learner or struggle to set aside 4 full days to take a live class, on-demand may be for you. If you'd value live interaction with an instructor, choose the live option. 

Duration: 

4 days (if Instructor-Led) 

Approximately 32 hours of cumulative effort (if self-paced)

Prerequisite Knowledge/Skills: 

General familiarity with computers and computer skills. GRC and business process knowledge will be helpful when attending this training class. By registering for this class you accept the prerequisites associated with this course. 

Learning Objectives: 

Upon successful completion of this course, participants should be able to: 

• Navigate within the Archer system 
• Build an application 
• Create data-driven events and calculated fields 
• Set up email notifications 
• Manage user access 
• Import data 
• Search and report on data 
• Set up a dashboard 
• Move your application to another instance of Archer 

Course Outline: 

• Day 1: 
  • Introduction to Archer 
  • Building an Application (fields, layout, navigation menu) 
  • Questionnaire Demo 

• Day 2: 
  • Data-Driven Events 
  • Calculated Fields 
  • Notifications 
  • Data Import 
  • Bulk Actions 
  • Advanced Workflow Demo 

• Day 3: 
  • Access Control 
  • Reporting and Charting 
  • Dashboards (widgets, dashboards, workspaces) 
  • Packaging 

• Day 4: 
  • Guided Capstone Work: Admins will build an application from scratch, configure automation, reporting, and access control, and package out the application for feedback and testing from Archer instructor. 
    • While Day 4 is largely independent practice, an Archer instructor will be available during class (for live virtual students) via Teams for advice and guidance or via Archer Office Hours (for self-paced students) throughout the process.  

To Register:

• Clients & Partners: Go to https://id.archerirm.cloud and log in.
• Employees: Visit your OneLogin page.
• All parties: Click the Archer Academy button to access our portal and search the Store for training of interest.
• New to Archer Training? Click for account setup instructions