Are you a new UCM Administrator? Or, do you feel you just need a refresh on UCM training? If so, the UCM Admin Refresher Course is the perfect solution…
9am – 12pm
What’s New with Workflows? A Hands-on Session Utilizing Newest Features and Collaboration
- Explanation and Overview of Workflows in UCM
- Hands-On: Build a Workflow Creating Stages
- Stage Configuration
- Setting Assignees
- Workflow Notes
- Include in Enterprise Ribbon
- Assigning Field Groups to a Stage
- Set Approvals
- Skip Stage
- Collaboration Module to aid in Approvals with both internal and external parties
- Hands-On: Creating & assigning a workflow to a Contract Type
- Hands-On: Identifying Bottlenecks with Stage Reports
1pm – 4pm
System Administrators Change Management
- Changing Contract Ownership
- What to do when Users Leave
- Activating/Deactivating Users
- Copying Permissions
- Reassigning Contracts
- Checking Workflow Assignees, Notifications
- Change within Fields and Field Groups – Streamlining or Expanding
- Adding & Deleting Fields in your system
- The caveats of Adding & Deleting Field Groups within your system
- Milestones
- Adding a Milestone Rules
- Enabling Milestone Notes
- Updating Milestones
- Consolidating Contract Types
- Changing Workflows
- Moving, Consolidating or Expanding Folders in the Security Model and applying to sets of Contracts
- Contract Actions for “Create Corresponding X Records”
- Bulk Archive
What's Included?
- Instructor-led course
- A network of other UCM Administrators
- Lunch and refreshments
Registration
If you are interested in participating in the UCM Admin Refresher Course, please select the 3-Day Conference Pass when you register.
* This course is only available for User Conference attendees.
Carl Leinbach, Senior Product Specialist, iContracts