Archer New User Essentials – Archer Community

Overview:

Archer New User Essentials is designed to provide end users with a high-level overview of basic Archer workflow and features. This activity-based course will guide learners through navigating the user interface, entering records, completing assigned workflow tasks, searching, reporting, and customizing the interface. Skills learned during this course apply to Archer as a whole, regardless of how or why an organization uses Archer.

Note: Where applicable, Archer New User Essentials presents a side-by-side view of Archer Classic Experience (available for On-Premises and SaaS clients) and Archer New Experience (available for SaaS clients only), but the lab exercises and practice VM are configured only for Archer Classic Experience.

Recommended Audience:

New Archer users or experienced end users interested in refreshing basic skills and Archer knowledge.

Delivery Options:

On-Demand/Self-Paced

Duration:

5-6 hours

Prerequisite Knowledge/Skills:

Students should have basic computer skills but no previous Archer expertise is required.

Course Objectives:

Navigate the Archer interface
Use applications to enter and modify records
Interact with tasks and workflows to complete job functions
Use search tools to retrieve information
Create and edit reports and charts
Build personal dashboards
Complete a questionnaire as an end user
Manage an Archer workflow from creation to close

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

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