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

 

 

 

Upcoming Sessions:

  • Nov 05, 2021 – Expressions – Applied
  • Nov 19, 2021 – Properties 101
  • Dec 2021 – Apr 2022 – TBA 

Session Topics to Be Scheduled

A – Intro Series

  • ProcessUnity 101 / UI / Navigation
  • Objects & Related Items
  • Best Practices Program 101
  • Cyber Management Program 101
  • Metrics / SLAs
  • Custom Objects / Solutions
  • Exploring MyOrg

 

B – Properties

  • Properties 101
  • Properties 201 / Calcs / Aggs
  • Auto Update Rules Workshop
  • Ref Data / Cascading Pick Lists
  • Incorporating Calculated Images

 

C – General Admin

  • Administration 101
  • Import Templates / Key Fields
  • Sandbox / Archive Instances
  • Configuration Change Control / UAT
  • Architecture / Internals
  • Configurable Email Gateway
  • Change Logs / Config Logs
  • Admin Best Practices Workshop
  • Admin Best Practices – Performance

 

D – User Management / Security

  • User Management
  • Application Security / Roles

 

E – Reporting & Dashboards

  • Reports & Dashboards – Applied
  • Charts / Maps / Gauges
  • Queue-Style Reporting
  • Historical Data / Trending
  • Integrating MS PowerBi

 

F – Connectors 

  • Content Connector Ecosystem
  • MS Word Connector
  • MS Excel Connector
  • Analytics Database
  • External Components
  • SIG Connector
  • Integration & Web Services

 

G – Expression Writing

  • Expressions – Applied
  • Expressions – Functions
  • Expressions – Workshop
  • Expressions – Date Math

 

H – Workflow

  • Workflow 101 / Buttons
  • Notification Rules
  • Report Actions
  • Automated Actions
  • ProcessUnity Connector
  • Versions / Review & Approval

 

J – Third-Party Risk Management

  • TPRM Fundamentals / Data Model
  • Request Forms / Workflow
  • Automating Inherent Risk
  • Agreements & Terms
  • Questionnaires 201 / Best Practices
  • Questionnaire Scoring
  • Assessments / Dynamic Scoping
  • Bulk Assessment Kickoff
  • Pre-Populating Responses
  • Portal 101 / Tasks / Delegation
  • Multi-Language Portal
  • Assessment Review Process

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

Contact our team at training@processunity.com with any questions you have.