Standard Training Config and Workflow Workbench Modules

This session is for Managers and Admins only. This is an in-depth session that covers step-by-step how to configure some parts of the platform such as brand and text changes to the Portals, and how to set up a Summary View on the Workbench.

Objectives 

• In the Config module you will learn how to: 
  • Utilize entities and attributes 
  • Manage each Portal
• In the Workflow module you will learn how to: 
  • Create a ‘loop’ information request to populate a letter/message template
  • Set up a Summary View to review information quickly within the Workbench
  • How to change Portal Page wording.  

Prerequisites

• Delegates should have watched the relevant Introductory Demos and attended all relevant Standard Training sessions before this.

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Training Materials for your session

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