- Course Instructions
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How to Use this Course
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Disclaimer
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QuickStart Course Overview
- Prep for Design Session 1 - Audit Template Structure
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Design Session 1 Objectives and Prerequisite Training
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Configuring OpsAudit Structure Templates
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Configuring the Auditable Entity (Inventory) Fields
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Configuring Risk Assessment Templates
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Converting Templates and Checklists
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Design Session 1 Exercises
- Prep for Design Session 2 - Issue & Audit Report Design
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Design Session 2 Objectives and Prerequisite Training
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Configuring Issues Within Your Environment
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Design Session 2 Exercises
- Prep for Design Session 3 - WorkStream Surveys & Permissions
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Design Session 3 Objectives and Prerequisite Training
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OpsAudit User & Team Permissions
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Design Session 3 Exercises
- Data Load and Preparation for Next Steps
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Data Load and Q&A Session Objectives
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Bulk Creating Work Steps
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Data Load and Q&A Session Exercises
- Course Wrap Up
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Learning Objectives Review
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Feedback Survey
- Course Completion
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OpsAudit QuickStart Complete!
OpsAudit QuickStart Course
The OpsAudit QuickStart course provides step by step guidance to support customers who select the QuickStart Implementation option for their instance.
OpsAudit QuickStart Implementation Course
Course Description:
The OpsAudit QuickStart Implementation Course is intended to walk clients through the overall structure of the OpsAudit Template and how to perform basic configuration changes within the site. This course will walk you through:
Design Session
Preparation
OpsAudit
Configuration
Managing
OpsAudit Fields
Course Objectives:
At the end of this course, an AuditBoard user will be able to:
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- Manage the configuration of the auditable entity pages and risk assessment template configuration
- Manage the OpsAudit Templates and solidify its structure and attachments
- Configure the overview page and Work Step fields layout based on your organization’s specific attributes and data
- Explain the five Issue statuses
- Manage the the Issue and Action Plan fields based on your organization’s specific attributes
- Configure your Audit Report
- Identify the default permissions within AuditBoard
- Manage the default WorkStream survey templates
- Configure survey templates to best fit your organization’s needs
Who should take this course?
This course is designed for AuditBoard customers completing a QuickStart implementation for OpsAudit.
Approximate Duration:
2 hours
Last Updated: 10/16/23