Day 1 Agenda

 

 

 


ComplianceWire Pro Training Day 1 Agenda

Choose a Date/Location to REGISTER BELOW:

Note: There is no prerequisite for the ComplianceWire Pro Training; however, participants should have at least some familiarity with the platform.

Please Register for the dates you will be attending below.

Note - this is a two day event. Links on both agenda pages are the same.  

Chicago (Feb. 28 - Mar. 1)

Copenhagen (Mar. 21-22)

Princeton (Apr. 27 - 28)

Boston (Jun. 6-7)

San Francisco (Oct. 19 - 20)

7:30 AM to 8:30 AM Breakfast
8:30 AM to 8:45 AM Welcome & Introductions
8:45 AM to 9:45 AM User Experience & Site Configurations

ComplianceWire Learner Views and Options:

  • To-Do List
  • Viewing your user history
  • Using the Catalog
  • Support Tab & Minimum System Requirements

 Review of the Options Tab and Company Settings:

  • Classroom Options/Company Preferences
  • Password Policies
  • E-Signature Requirements
  • Assignment e-mail Notifications
  • Manage Custom Fields
  • Manage To-Do List Columns
  • Keywords
  • Managing Comments
9:45 AM to 10:15 AM Managing Users

User Management:

  • Adding Users Manually
  • Editing Users
  • Disabling/Enabling Users
  • Unlocking Users
  • Viewing the User To-Do List and History as an Administrator
10:15 AM to 10:30 AM Morning Break
10:30 AM to 11:00 AM Managing User Groups

Managing and Leveraging User Groups:

  • Creating User Groups
  • Manually Adding Users to Groups
  • Setting Group Criteria
11:00 AM to 12:00 PM Managing Training Items

Managing Training Items

  • Managing Training Types
  • Adding Training Items (ILCs, CICS and Forms)
  • Setting Assignment Periods at the Training Item Level

 

12:00 PM to 12:45 PM Lunch
12:45 PM to 1:15 PM Managing Curriculum

Building Training Curricula and Setting Parameters

  • Managing Curriculum Versions
  • Setting Assignment Periods at the Curriculum Level
  • Sequencing Curriculums
1:15 PM to 2:00 PM Managing Assignments

Managing Assignments

  • Adding Assignments - One Time vs. Recurring
  • Selecting Training to Assign
  • Selecting Users
  • Managing Assignment Periods
  • Removing Assignments
2:00 PM to 2:15 PM Afternoon Break
2:15 PM to 3:15 PM Standard Reporting

Using Standard Reports:

  • Quick Reports
  • Report Wizards
  • Exporting Report Results
  • Setting a Report Schedule

Management & Dashboard Reports

Using the Logs Tab:

  • Using the Event Log Report
  • Release Logs
3:15 PM to 4:00 PM Reporting Solution

Using the new Reporting Solution:

  • Access to the Reporting Solution
  • Duplicating Base Reports
  • Editing Duplicated Reports
  • Exporting Report Results
  • Setting a Report Schedule
4:00 PM to 4:45 PM Certification Exam
4:45 PM to 5:00 PM Hand Out Certifications & Wrap Up
   

 

Contact Us at EduNeeringInquiry@UL.com for more information about the training.

Contact bonni@stellarmeetings.com with questions regarding registration or logistics.