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Professional Archive Supervision Administrator

Format

Instructor-led training

Web-based training

Duration

1 hour

Intended Audience

Compliance support professionals. Business users who are responsible for managing the organizations regulatory compliance process.

Prerequisites

General familiarity with Microsoft Windows and Windows applications. Basic understanding of the concept of Roles. Good understanding of Supervision requirements.

Overview

This course provides a comprehensive introduction to Professional Archive Supervision. Attendees will gain a good understanding of the Supervision environment and how the workflow operates. They will learn about the features and functions of the solution, how to configure the environment and how to leverage Professional Archive Supervision to meet their Supervision requirements.

Course Topics

  • Overview and concepts
  • Terminology
  • Managing Supervision Permissions
  • Using the Queue Administration Page
  • Queue Management
  • Review Queue Creation
  • Escalation Queue Creation
  • Modify an Existing Queue
  • Associating an Escalation Queue with a Review Queue
  • Working in an Escalation Queue
  • Export functionality and formats