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To Register:

This course will teach participants how to “Think Archer” and to effectively create Archer specific business requirements and map workflows. The course fosters the development of Archer Power-users and Business Analysts within your organization to bridge the knowledge-gap between standard Archer Users and System Administrators. Participants will gain a deeper understanding of the out-of-the-box Archer use cases and begin expanding their skills to become future Archer application owners. Upon completion, participants will be able to communicate application and workflow designs to administrators for development and implementation.

Archer business users and/or decision-makers who are interested in learning more about what Archer can do. 

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

2 days (if Instructor-Led)

Prerequisite Knowledge/Skills
Students should have and be familiar with the following skills and concepts prior to attending this course:

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

  • Analyze business practices to design an Archer Application
  • Analyze business practices to design an  Archer Workflow
  • Evaluate  Archer system options related to building and maintaining applications, questionnaires and workflows
  • Design Reports, Dashboards and Workspaces to optimize tracking and efficiency
  • Explain basic access control options
  • Identify email and notification options
  • Explain integration options and determine the best use of each
  • Explain and complete deep-dive workflow activities related to Archer Use Cases pertinent to personal areas of interest


Course Outline

  • Introduction
  • Archer overview
  • Anatomy of an application, including data fields and layouts
  • Issues Management overview, illustrating what has been learned thus far
  • Automation components, including data-driven events, calculations, and notifications
  • Advanced workflow concepts
  • Questionnaires
  • Use case exploration lab
  • Searching and reporting practice
  • iViews, Dashboards, and Workspaces
  • Access control concepts
  • Deployment concepts
  • Best practices for optimal end user experience
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Version history
Last update:
‎2022-12-07 05:37 PM
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