Archer Business Owner Essentials

Overview: 

This two-day (when instructor-led) course is designed for Archer business owners or end users who have surpassed basic functions and would like to enrich their Archer skills, but do not need administrator-level training. The learners will gain guided practice with advanced searching and reporting, creating and running data imports, creating and organizing widgets and dashboards, and high-level exposure to Archer Advanced Workflow, access control, schedules, bulk actions, and advanced records management. Business owners will learn how Archer transforms major business workflows into action and will learn best practices for communicating Archer design requirements and troubleshooting requests to administrators. 

Although this training discusses some system configuration, it does not cover actual hands-on configuration or teaches Archer administration skills. For training specific to Archer administration and configuration, please consider taking Archer Admin Essentials.

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

Audience: 

Archer business owners or end users who have surpassed basic functions and would like to enrich their Archer skills, but do not need administrator-level training.

Delivery Options: 

This course can be taken in either an instructor-led (see schedule options) format over 2 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 2 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: 

2 days (if Instructor-Led) 

Approximately 16 hours of cumulative effort (if self-paced)

Prerequisite Knowledge/Skills: 

To be successful in this course, students already should have basic Archer knowledge as provided in the Getting Started with Archer course.

Learning Objectives: 

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

• Use search tools to retrieve information
• Navigate the Archer platform like a pro
• Edit and organize records with confidence
• Search and report on data efficiently
• Visualize insights through widgets, dashboards, and workspaces
• Import data seamlessly
• Audit an Archer workflow from creation to close
• Describe how a process owner may use Archer administrative features to automate or integrate existing business processes

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