Survey Management - Product Implementation Course

Course Overview:

The MetricStream Survey Management App enables you to manage and track surveys in an automated, systematic, and efficient manner. The app streamlines the flow of survey data and information in the enterprise, and documents attestations and representations at various stages.

Level

Advanced

Content

4 Hours

Practice

4 Hours

Q&A with MSU

2 Hours

Pre-Requisites

Familiarity with GRC Concepts

Certification Awarded*

MetricStream Certified Survey Management Implementation Associate

Learning Objectives:

The training is focused on making trainees understand the features, process, workflows, and functionalities of the Survey 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 Survey Management product which includes knowledge on:

§ Product Functionality & Use Case Workflow Usage

o Understand how to navigate the app

o Setup Questionnaire

o Setup Survey

o Monitor, Triage and Review regulatory developments

o Respond to Survey

o Approve Response

o Log, approve, manage, monitor, and close issues

§ Product Configuration

o Configuration Workbooks

o Updating Survey LOVs

o Updating Survey Data Tables

o Survey Configuration Parameters

§ Product/Use Case Setup, User Management & Basic Administration

o Perform Data Upload

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 Overview: The MetricStream Survey Management App enables you to manage and track surveys in an automated, systematic, and efficient manner. The app streamlines the flow of survey data and information in the enterprise, and docu...

Course content

Lesson Survey Management - Product Implementation Course
Lesson Overview and Navigation

Surveys allows organizations to set up questionnaires for surveys, scorecards, and certifications which are sent to respondents to collect information and make decisions.
- Product Overview.mp4
Lesson Setup Questionnaire

Setup Questionnaire is a organized set of steps, procedures, protocols, and information on setting up and search or edit existing the questionnaire for survey/certification/scorecard.
- Setup Questionnaire.mp4
Lesson Setup Survey

Setup surveys, scorecard, and certification plans in the setup survey stage to receive the responses from the respondents.
- Setup Surveys.mp4
Lesson Respond to Survey

In this stage, the respondents to respond to the surveys/scorecards/certification. Respondents can record and report the details of findings/issues.
- Respond to Survey.mp4
Lesson Approve Survey

After the respondent submits the Survey / Scorecard / Certification, the selected response approver can review and approve responses.
- Approve Survey.mp4
Lesson Issues
- Issues.mp4
Lesson Surveys Product Configuration

This unit covers configuration topics enabling you to populate configuration workbooks, updating LOVs and Data Table on forms and defining workflow parameters.
- Configuration Workbooks
- Updating List of Values & Data Tables
- Configuration Parameters
Lesson Surveys Product Administration

This unit will enable you to provision, deactivate and map users to various roles in the Surveys app.
- User Provisioning
- OOTB Roles
- Org-Role Pair Mapping
Lesson Surveys Practice

Please reach out to your trainer for credentials to the practice instance before starting this unit
- Setup Questionnaire
- Setup Survey/Certification/Scorecard
- Respond Survey/Certification/Scorecard
- Approve Survey/Certification/Scorecard
Lesson Assessment and Certification

Thank you for completing the course. Kindly reach out to your instructor at [email protected] for access to the following certification assessments: Objective Test Practical Test: T...
Lesson Survey - Use Case

Performing a Fair Compliance Assessment
- Performing a Fair Risk Assessment Use Case