Policy & Document Management – Product Implementation Course
Course Overview:
Policy and Document Management (PDMS) provides organizations a single repository for storage and access to policies and documents. The App also provides a consistent framework to create, manage and update policy documents in addition to capturing attestation and exception requests from users.
This course enables participants to understand and configure the app based on the business' requirements and also enables them to own and manage the app after the initial setup process.
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Level |
Advanced |
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Content |
3 Hours |
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Practice |
3 Hours |
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Q&A with MSU |
1 Hours |
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Pre-Requisites |
Familiarity with Policy Management Concepts |
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Certification Awarded* |
MetricStream Certified Policy Management Product Implementation Associate |
Learning Objectives:
The training is focused on making trainees understand the features, process, workflows, and functionalities of the Policy Management Product. At the end of the training, practice and certification, trainees will have knowledge on how to implement and perform basic configurations on the PDMS product which includes knowledge on:
· Product Functionality & Use Case - Workflow Usage
o Understand how to navigate the PDMS app
o Upload, workflow and publish documents
o Create inline documents
o Attest to policies
o Administer and manage the PDMS app
o Automating Attestations
· Product Configuration
o Configuration Workbooks
o Updating LOVs
o Provisioning Users
o Configuration Parameters
· Product/Use Case Setup, User Management & Basic Administration
o Define document categories
o Define document privileges
o Manage user access within the PDMS app
o Create document lifecycles based on business needs
Practice & Facetime with Instructor:
Once you start the course, please reach out to MSU at [email protected] to get a practice instance allocated. Upon completion of course content and sufficient practice, reach out to your MSU instructor for your 2 hr Q&A session to clarify and address any open questions.
Certification (Optional):
To be certified, you need to score a minimum of 75% on both the objective and practical assessment. You are allowed a maximum of 2 attempts to pass the certification tests. Please reach out to the instructor once you are ready for assessment. The maximum duration allowed for appearing for assessment is 2 weeks from the course assignment date.
Course content
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Lesson PDMS: App Administration & Setup
This unit covers the primary functions of a PDMS App administrator including: Creating document categories Creating document privilege's Creating & Managing user access groups Creating Lifecy...
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Lesson PDMS: Attachment Based Document
As an author, you can assign a document lifecycle to an existing document as well as associate references and GRC Content with the document. You can also add attestations and notification, if requi...
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Lesson PDMS: Inline Based Document
Organizations need to create guidelines to establish consistency and standardization across documents and policies. You can achieve this by creating inline documents, which allows you to: Use stan...
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Lesson PDMS: Reports
Policy users may have access to a number of PDMS reports that may be used for analysis, decision making, and follow-up actions. Reports are displayed in tabular, tile, and graphical views. You can ...
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Lesson PDMS: Product Configuration
This unit covers configuration topics enabling you to populate configuration workbooks, updating LOVs and Data Table on forms and defining workflow parameters.
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Lesson PDMS: Product Administration
This unit will enable you to provision, deactivate and map users to various roles in the PDMS app.
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Lesson PDMS: Enhancements
Policy & Document Management enhancements in Colorado and Danube
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Lesson PDMS: Use Case
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Lesson PDMS: Practice (2.5 Hours)
Please reach out to your trainer for credentials to the practice instance before starting this unit.
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Lesson PDMS: Assessment & Certification
Thank you for completing this Policy & Document Management Course. Kindly reach out to your instructor at [email protected] for access to the following certification assessments: