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Production readiness during the Adopt phase

  • Module

    Production readiness during the Adopt phase

    4 Rubriques

    50 mins

    Visible to: All users
  • The Adopt phase follows the Build phase. During Adopt, you confirm that your client is ready to implement the Microjourneys™ that you packaged into a...

Securing and auditing data

Security Checklist awareness

  • Module

    Security Checklist awareness

    1 Rubrique

    20 mins

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

Managing application access

Auditing changes to the value of fields

Creating Insights for BAs

Creating users and roles

Creating a custom business report

Examining the Case Type Backlog

Configuring security policies

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