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To Register:

This training is intended to expand the knowledge of Archer administrators and equip them to leverage platform functionality not explored in the Administration I course. After taking this course, students will be able to create complex reports, configure Advanced Workflow, build data feeds, and manage questionnaire campaigns.

Archer administrators who are responsible for managing Archer configurations

Delivery Options
Instructor-Led (all classes are virtual at this time), or On-Demand/Self-Paced

4 days (if Instructor-Led)

Prerequisite Knowledge/Skills
Participation in Archer Administration I or equivalent work experience is strongly suggested to be successful in this course. Admin I topics will not be covered in the course.  Requires Archer version 6.9 or later administration skills, including building applications and configuring email notifications, data-driven events, calculated fields, and reports. By registering for this class, you accept the prerequisites associated with this course. 

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

  • Create a custom, multi-stage workflow process that automates a manual process
  • Integrate the Archer product with external data sources to consolidate enterprise information
  • Import existing information from a legacy system into Archer applications and questionnaires
  • Design best-practice assessment campaigns to measure compliance across the organization
  • Troubleshoot commonly seen access control issues
  • Construct complex search criteria to locate key information
  • Alert organization stakeholders through scheduled report distributions
  • Export Archer data into pre-formatted, professional-looking report templates

Course Outline

Course Introduction (Day 1)

  • Expectations for the course
  • Objectives
  • Introduction to the lab environment
  • Archer Community

Unit 1: Integrations and Data Feeds (Day 1)

  • Transfer document-centric policies into an importable format
  • Import data into a leveled application
  • Data Publication Service
  • Data Feed Manager – Database feed with Lookup Translation
  • Data Feed Manager – Including Attachments & Images
  • Data Feed Manager – Archer-to-Archer feed
  • Data Feed Manager RSS Feed

Unit 2: Workflows - Feature-Driven and Advanced (Day 2)

  • Explore a business process
  • Analyze and identify the workflow process via legacy Archer features such as Data-Driven Events, Calculated Fields, and Email Notifications
  • Replicate the same process using Advanced Workflow, including On-Demand Notification Template

Unit 3: Questionnaires (Day 3)

  • Import data into the Question Library (includes a sub-form import)
  • Create an assessment campaign
  • Manage question scoring and findings
  • Reference existing assessment responses in future assessments (Archer-to-Archer feed)

Unit 4: Troubleshooting Access Control (Day 3)

  • Review access control concepts
  • Discuss best practices for configuring access control
  • Troubleshoot common access control issues

Unit 5: Reporting (Day 4)

  • Complex report creation
  • Dynamic Filters for Calculated Cross References
  • Using On-Demand Notification Templates
  • Scheduled Report Distributions
  • Mail Merge Templates

Review Questions and Course Summary (Day 4)

  • Review Questions
  • Additional training and lab time options available
  • Certification Exam Information
  • Joining Archer Community
  • Course Evaluations


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Version history
Last update:
‎2023-09-25 03:13 PM
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