- 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 - Vendor Page Configuration & Questionnaire Template Creation
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Design Session 1 Objectives and Prerequisite Training
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Configuring Vendor Page (Inventory) Fields
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Creating Questionnaire Templates
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Design Session 1 Exercises
- Prep for Design Session 2 - Issues & Permissions
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Design Session 2 Objectives and Prerequisite Training
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Configuring Issues Within Your Environment
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Managing TPRM Settings
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Design Session 2 Exercises
- Data Load and Preparation for Next Steps
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Data Load and Q&A Session Objectives
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Preparing for Your Data Load
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Creating & Updating Vendor Pages
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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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TPRM QuickStart Complete!
TPRM QuickStart Course
The TPRM QuickStart course provides step by step guidance to support customers who select the QuickStart Implementation option for their instance.
TPRM QuickStart Implementation Course
Course Description:
The TPRM QuickStart Implementation Course is intended to walk clients through how to successfully set up the module and learn how to use TPRM. This course will walk you through:
Design Session
Preparation
Vendor
Configuration
Managing
Vendor Fields
Course Objectives:
At the end of this course, an AuditBoard user will be able to (example text):
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- Manage the configuration of vendor pages and questionnaire templates
- Manage the TPRM Questionnaire Template
- Configure the questionnaire scoring methodology and scoring brackets
- Configure the vendor page layout based on your organization’s attributes and data.
- Explain the five Issue statuses
- Manage the the pre-configured Issue and Action Plan fields based on your organization’s specific attributes
- Identify the default permissions within AuditBoard
- Validate the configuration of relevant fields to prepare for data load
Who should take this course?
This course is designed for AuditBoard customers completing a QuickStart implementation for TPRM.
Approximate Duration:
30 min