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To Register:

This activity-driven course will guide new Archer users in navigating the user interface, entering records, completing assigned workflow tasks, searching, reporting, and customizing the interface. The skills learned during this foundational course can be generalized to a client-specific environment.

Anyone interested in exploring essential Archer functionality in a hands-on learning experience.

Delivery Options
**If you would like a one-day instructor-led session of this course delivered for your organization, up to 10 students, please contact us for more information.

1 Day (if Instructor-Led)

Prerequisite Knowledge/Skills
Students should have basic computer skills but no previous Archer expertise is required

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

  • Navigate the Archer user 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 update reports and charts
  • Build personal dashboards
  • Leverage system-level and community-level user resources


Course Outline

  • Introduction
  • Login and navigation
  • Using tasks to edit records
  • Working with records
  • Adding records using quick links
  • Managing workspaces
  • Dashboard home pages
  • Workflows
  • Searches
  • Reports and charts
  • Good practices
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Version history
Last update:
‎2022-12-07 05:37 PM
Updated by: