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IBM OpenPages: Core Team Fundamentals (v7.0) (1O205G)

Course Description Schedule Course Outline

Detailed Course Outline

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
  • Records 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 records 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