IBM OpenPages: Core Team Fundamentals (V7.0)

Module 1 - Fundamentals

• Object Types
• Records and Fields
• Parent-Child Associations
• Business Hierarchies
• Using a Library
• Triggers, Helpers, and Utilities

Module 2 - Security Overview

• Security Domains
• Folder Structures
• Folder Location
• Record Associations

Module 3 - User Groups, Roles, and Profiles

• Users and Groups
• Role Templates
• Profiles
• Defining the User Experience

Module 4 - Navigation

• Record organization in IBM OpenPages
• Navigation of IBM OpenPages GRC Platform using home page, overview, and filtered list views
• Record's Detail Page
• Navigation from record to associated records

Module 5 - Working with Records

• Explanation of field types in details page
• Adding information to GRC Platform: adding new records, copying records, associating records to parent records
• Editing records in a detail view
• Using field guidance
• Using visualizations
• Explaining activity views: three-pane layout, editing fields, adding records, saving changes
• Explaining grid views: three-level layout, editing fields, using bulk update
• Explaining how to make personal changes to views
• Understanding primary associations
• Identifying administrator actions
• Understanding locking and un-locking records
• Viewing a record's change history
• Exporting records to Excel

Module 6 - Design Topics

• Field dependencies
• Dependent picklists
• Views: detail, activity, filtered list, grid
• Home Page
• Object type security rules

Module 7 - AFCON Overview

• Purpose of AFCON
• Expectations for implementation team
• Overview of workbook
• Object type worksheet overview
• Non-object type worksheet overviews