Archer New User Essentials gives end users a clear, activity‑based introduction to core Archer functionality. Learners explore the platform’s workflow, navigation, and everyday features through hands‑on practice. The course covers navigating the interface, entering and updating records, completing workflow tasks, searching and reporting, and customizing the user experience. Skills gained apply across all Archer use cases.
Note: Where applicable, the course provides a side‑by‑side look at Archer Classic Experience (available for On‑Premises and SaaS clients) and Archer New Experience (available for SaaS clients only). Lab exercises and the practice VM use Archer Classic Experience.
Recommended Audience
New Archer users and experienced end users seeking to refresh foundational skills.
Delivery Format
On‑Demand / Self‑Paced Learning
Duration
5–6 Hours
Cost
500 Training Credits
Prerequisite Knowledge
Basic computer skills; no prior Archer experience required.
Course Objectives
Learners will be able to:
- 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 questionnaires as an end user
- Manage an Archer workflow from creation to close
How to Register
Clients & Partners
- Visit https://id.archerirm.cloud
- Sign in to your account.
- Select Archer Academy to access the learning portal.
- Search the training catalog for this course name and purchase it and add it to your learning dashboard.
- If using training credits to cover the cost, please contact us for enrollment assistance.
Employees
- Sign in through the OneLogin portal.
- Launch Archer Academy.
- Browse or search the training catalog for this course name and add it to your learning dashboard.
New to Archer Training?
Need an account before you can register? Access the Account Setup Instructions to get started and gain access to Archer Academy and its training resources.
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