Survey Management - Product Implementation Course
Available for 365 days upon enrollment
Functional Training

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.





4 Hours


4 Hours

Q&A with MSU

2 Hours


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.

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Course content

  • Lesson Survey Management - Product Implementation Course
  • 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...