- 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 - Control Structure & Design
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Design Session 1 Objectives and Prerequisite Training
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Configuring Control Examples in Settings
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Configuring Control Page Details in the Controls Module
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Design Session 1 Exercises
- Prep for Design Session 2 - WorkStream Surveys
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Design Session 2 Objectives and Prerequisite Training
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Design Session 2 Excercises
- Prep for Design Session 3 - Issues & Permissions
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Design Session 3 Objectives and Prerequisite Training
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Configuring Issue Fields
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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 Uploading your Control Data
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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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SOXHUB QuickStart Complete!
SOXHUB QuickStart Course
The SOXHUB QuickStart course provide step by step guidance to support customers who select the QuickStart Implementation option for their instance.
SOXHUB QuickStart Implementation Course
Course Description:
The SOXHUB QuickStart Implementation Course is intended to walk clients through the overall structure of the SOXHUB Template and how to perform basic configuration changes within the site. This course will walk you through:
Design Session
Preparation
SOXHUB
Configuration
Managing
SOXHUB Fields
Course Objectives:
At the end of this course, an AuditBoard user will be able to:
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- Solidify the control structure
- Configure the control page layout and fields based on your organization’s specific attributes and controls-related data
- Explain the common WorkStream use cases, including the default survey template types
- Configure any custom WorkStream surveys needed
- Manage the pre-configured Issue and Action Plan fields based on your organization’s specific attributes
- Determine the roles and permissions settings needed in your environment
- Use Visual Import to upload your data
Who should take this course?
This course is designed for AuditBoard customers completing a QuickStart implementation for SOXHUB.
Approximate Duration:
30 min