RiskOversight QuickStart Course

RiskOversight QuickStart Course

The RiskOversight QuickStart courses provide step by step guidance to support customers who select the QuickStart Implementation option for their instance.

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About this course

RiskOversight QuickStart Implementation Course

Course Description:

The RiskOversight QuickStart Implementation Guide is intended to equip and empower clients with the ability to design and configure the AuditBoard RiskOversight module for their risk structure and data. This course will walk you through:


Risk and
Mitigation
       
       Risk
       Assessment
       
       WorkStream
        and Permissions

Course Objectives:

At the end of this course, an AuditBoard user will be able to:

    • Configure the Risk Page
    • Create Risks
    • Create Entity Risks
    • Create and Configure Mitigation Plan
    • Create a Risk Assessment
    • Explain Common WorkStream Use Cases
    • Determine Roles and Permissions Settings for Your Environment

Who should take this course?

This course is designed for AuditBoard customers completing a QuickStart implementation for RiskOversight.

Approximate Duration:

30 min

Curriculum

  • Course Instructions
  • How to Use this Course
  • Disclaimer
  • QuickStart Course Overview
  • Prep for Design Session 1 - Risk and Mitigation
  • Design Session 1 Objectives and Prerequisite Training
  • Risk Page Fields Configuration
  • Creating Risks
  • Creating an Entity Risk
  • Mitigation Plans Overview
  • Mitigation Plan Field Configuration
  • Creating a Mitigation Plan
  • Design Session 1 Checkpoint
  • Prep for Design Session 2 - Risk Assessments
  • Design Session 2 Objectives and Prerequisite Training
  • Risk Assessment Templates
  • Creating a Risk Assessment
  • Standard Risk Assessment Dashboard and Reporting
  • Design Session 2 Checkpoint
  • Prep for Design Session 3 - WorkStream, Permissions and Configurations
  • Design Session 3 Objectives and Prerequisite Training
  • WorkStream Surveys
  • Team Permissions and Configurations
  • Design Session 3 Checkpoint
  • Data Load and Preparation for Next Steps
  • Data Load and Q&A Session Objectives
  • User Acceptance Testing
  • Data Load and Q&A Session Checkpoint
  • Course Wrap Up
  • Learning Objectives Review
  • Feedback Survey
  • Course Completion
  • RiskOversight QuickStart Complete!

About this course

RiskOversight QuickStart Implementation Course

Course Description:

The RiskOversight QuickStart Implementation Guide is intended to equip and empower clients with the ability to design and configure the AuditBoard RiskOversight module for their risk structure and data. This course will walk you through:


Risk and
Mitigation
       
       Risk
       Assessment
       
       WorkStream
        and Permissions

Course Objectives:

At the end of this course, an AuditBoard user will be able to:

    • Configure the Risk Page
    • Create Risks
    • Create Entity Risks
    • Create and Configure Mitigation Plan
    • Create a Risk Assessment
    • Explain Common WorkStream Use Cases
    • Determine Roles and Permissions Settings for Your Environment

Who should take this course?

This course is designed for AuditBoard customers completing a QuickStart implementation for RiskOversight.

Approximate Duration:

30 min

Curriculum

  • Course Instructions
  • How to Use this Course
  • Disclaimer
  • QuickStart Course Overview
  • Prep for Design Session 1 - Risk and Mitigation
  • Design Session 1 Objectives and Prerequisite Training
  • Risk Page Fields Configuration
  • Creating Risks
  • Creating an Entity Risk
  • Mitigation Plans Overview
  • Mitigation Plan Field Configuration
  • Creating a Mitigation Plan
  • Design Session 1 Checkpoint
  • Prep for Design Session 2 - Risk Assessments
  • Design Session 2 Objectives and Prerequisite Training
  • Risk Assessment Templates
  • Creating a Risk Assessment
  • Standard Risk Assessment Dashboard and Reporting
  • Design Session 2 Checkpoint
  • Prep for Design Session 3 - WorkStream, Permissions and Configurations
  • Design Session 3 Objectives and Prerequisite Training
  • WorkStream Surveys
  • Team Permissions and Configurations
  • Design Session 3 Checkpoint
  • Data Load and Preparation for Next Steps
  • Data Load and Q&A Session Objectives
  • User Acceptance Testing
  • Data Load and Q&A Session Checkpoint
  • Course Wrap Up
  • Learning Objectives Review
  • Feedback Survey
  • Course Completion
  • RiskOversight QuickStart Complete!