AXLR8 did a training for clients to bring on new users and build up knowledge for those who are building super user capability.
Don’t worry if you missed the lunches, all the recordings are below!
|1||Introduction – overview and definitions||Workflow supported definitions list management of an IR||Users|
|2||Workflow KPIs||Dashboards, tracking IRs.||Users||Video|
|3||Logging a request||Request creation, auto creation, adding notes, adding documents||Users||Video|
|4||IRs and activities (tasks)||Activities required to achieve the response to the IR.||Users||Video|
|5||Progress tracking||The calendar: Bank holidays, FOIs and SARs. Public and private notes and documents. Alerts, triggers and expediting weekend, working days and holidays.||Users||Video|
|6||Information request manager portal||Access rules, applicant blind, reports, documents and updating progress.||Users||Video|
|7||Reviews and appeals||Reviews, appeals, timescales & audit. How to read audit trails, notes, history and mail attach.||Users||Video|
|8||Public disclosure log||Preparation and clean up, notes, documents, privacy. API for web presentation.||SuperUsers|
|9||Super user functions 1||Data cleaning and retention, keeping your data clean, removing duplicates, DPIA and information asset register.||SuperUsers||Video|
|10||Super user functions 2||Drop down menus, lookups, labels||SuperUsers||Video|
|11||Super user functions 3||Report builder||SuperUsers||Video|
|12||Super user functions 4||Creating new user accounts, granting and revoking access rights.||SuperUsers||Video|