PROCESSUNITY TRAINING

ProcessUnity Virtual Fridays Training Series

Expert-Led Virtual Training. Twice Per Month.
Attend Live or Access the Replay Library.

Get up to speed quickly or sharpen your admin skillset with ProcessUnity Virtual Fridays Training Series – twice per month, two-hour virtual training sessions led by ProcessUnity platform experts. Designed for new administrators and power users alike, Virtual Fridays help get your team up to speed quickly and keeps skillsets sharp.

Every Virtual Friday session is a deep-dive into a single training topic – from basic administration to configuration, workflows, reporting and a whole lot more. You will interact with our team and peers from other ProcessUnity customers, exchanging ideas, sharing tips and tricks, and identifying best practices to up-level your program and processes. Sessions are made up of more than an hour of instructor-led training, quizzes and challenges, and include approximately 30 minutes of open “office hours” to answer your specific ProcessUnity questions. Finish each interactive session with a live vote for future training topics!

At a Glance: ProcessUnity Virtual Fridays  

  • 26 live training sessions over a 52-week period. 
  • Personal training instance with all the bells-and-whistles enabled. 
  • Access to the session recording archive with PDFs of course material covered. 
  • 30+ minutes of interactive Q&A to learn, share, and interact with others on the call. 
  • Ability to vote on upcoming topics. 
  • Cost: $799 (covers all 26 sessions) 

Sample Session Agenda

  • Kickoff (10 mins) 
  • Instructor-Led Course / Demonstrations (65 mins) 
  • Quiz & Challenges (15 mins) 
  • Open Q&A (30 mins) 

 

Expert-Led Virtual Fridays

Session Schedule & Topics (Subject to Change)

Note: All live sessions run from 10:00 AM to 12:00 PM ET (GMT-5) in the United States. Session topics will be announced four weeks prior to the session date.

Completed Sessions:

  • Apr 9, 2021 – Reports & Dashboards 101
  • Apr 23, 2021 – Questionnaires 101
  • May 07, 2021 – Expression Writing 
  • May 21, 2021 – Best Practice Program (BPP) Overview
  • Jun 4, 2021 – Reports & Dashboards – Applied
  • Jun 18, 2021 – Workflow 101 / Buttons
  • Jul 9, 2021 – Workflow – Automated Actions
  • Jul 23, 2021 – Workflow – Notification Rules
  • Aug 6, 2021 – Connectors – MS Excel Connector
  • Aug 19, 2021 – Administration 101 
  • Sep 10, 2021 – Report Actions
  • Sep 24, 2021 – Import Templates
  • Oct 8, 2021 – Admin Best Practices
  • Oct 22, 2021 – Workflow – Workflow Steps
  • Nov 05, 2021 – Expressions – Applied
  • Nov 19, 2021 – Properties 101
  • Dec 03, 2021 – Reporting & Dashboards: Historical Data / Trending
  • Dec 17, 2021 – Questionnaires 201 / Best Practices
  • January 07, 2021 – TPRM: Questionnaire Scoring
  • February 04, 2022 – TPRM: Assessment Review / Follow-up Workflow
  • February 18, 2022 – Pre-Populating Responses
  • March 04, 2022 – Properties 201 (Cals/ Aggs) & Expressions: Date Math
  • Mar 18, 2022 – Connectors: Integration and Web Services
  • April 01, 2022 – Properties: Incorporating Calculated Images

 

 

 

Upcoming Sessions:

  • April 15, 2022 – User Mgmt / Application Security / Roles
  • April 29, 2022 – Reports & Dashboards: Charts / Maps / Gauges

ProcessUnity Virtual Fridays are exclusive to ProcessUnity customers and users. Click here to register. 

Contact our team at [email protected] with any questions you have.