WHO SHOULD ATTEND
New and Existing System Administrators
UPCOMING TRAINING DATES
October 4, 2022 (Data Management/Reporting)
October 6, 2022 (Enterprise Advanced)
November 1, 2022 (General Navigation)
November 3, 2022 (BIA/Plan)
2:00 – 4:00 PM ET
Time subject to change
LOCATION
Virtual Trainings via Zoom
AGENDA TOPICS
General Navigation
BIA/Plans Overview
Data Management/Reporting
Enterprise Advanced
Additional individualized training can also be organized with your Account Manager or Implementation Lead. Please note that additional costs may occur.
BC IN THE CLOUD DETAILED AGENDA
General Navigation
This session will cover accessing/logging into the Infinite Blue platform, terminology, and high-level foundational concepts to get you comfortable with the BC In the Cloud application.
Access
- Supported browsers and secure access
- Obtaining an account
- Security levels and authentication options
- Forgot Password
- Updating your profile and logging out
- Users v. Employees
General Overview
- The Menu bar: Tabs, Overflow, Responsive UI
- Application page components: Home Page Quick links, Streamlined User view, Record Lists
- Profile Settings
- Side bar menu
- The Application switcher: App Settings, App Preview, Setup Home, Site Administration
- Search: Object search, Metadata search, Record List Search
- Views: Changing Views, Filtering Views
Pages
- Review page types: New, View, Edit, Record List, Generic, Quick Create
- Page options
- Detailed Search options
Record Updates
- Accessing and updating Records
- Creating Records
- Editing Records
- Deleting and Detaching: Dictionary/Middle Table
BIA/Plan Overview
The BIA/Plan overview focuses on general workflow from the administrator and end-user perspective. This includes creating a BIA/Plan, updating records, linking records, and an overview of the automated workflow built within the BC in the Cloud application.
Walkthrough of the User Experience
- Organization
- Resources
- BIA
- Processes and Intermediary Tables
- Plans and Plan Types: BC, DR, CMP, Cyber
General Workflow Overview
- Workflow status overview
- Email templates
- Action Item Library
- Approval workflow: Approval groups, reminders, and portal access
- Update Cycle
- Version History
Data Management and Reporting
Getting information in and out of the BC in the Cloud application is simple and streamlined. Leverage your existing data from corporate systems and create dynamic reports to display the health and status of your program.
Plan Output
- Accessing Plan Output
- Updating Sections: Standard vs. HTML Section
- Plan Specific text
Views
- Creating and editing views
- Adding columns
- Sorting and grouping
- Filtering views
- Exporting data from view
Basic Reports and Charts
- Creating tabular reports: Create new, edit, add layers, adding charts, output types, applying filters
- Creating charts
- Using charts
Importing data
- Compatible import data types
- Importing for existing objects
- Importing related objects
- Deleting multiple records by importing a spreadsheet
- Exporting from views and reports
- Data Maps
Enterprise Advanced
This training focuses on exploring the back end of BC in the Cloud and the core components within an object including object attributes, fields, relationships, reports and more.
During this time, we will also review screen configuration. This will focus on building detailed searches (ex: searching for an Employee based on their Location or Department), managing grid controls, and creating/managing tabs and subtabs.
Objects
- High Level overview of Objects, Fields, Records
- Relationships, Linkages, Intermediary Tables
- Object definition overview
- Object attributes
- Creating a new object definition
- Creating a record name template
- Creating a tab
- Viewing and editing an object definition
- Deleting an object definition
- Enabling Audit
Fields
- Field Types
- Advanced field properties
- Setting default values
- Field Integration Name
- Enabling field-level help
- Cloning fields
- Deleting fields
- Replacing a picklist value
- Converting field types
- Field level permissions
- Adding fields to pages, views, and reports
Relationships between objects
- Global relationship lookup field properties
- Changing lookup field behavior
- Related records components
- Related grid controls
- Orphan records
Pages
- Pages, the page editor, and grid controls
- Page tabs
- Using grid controls to manage multiple records
- Dynamic filtering
Record List Views and Properties
- Calculating values for columns
- Filtering views
- Filtering by formula
- Cloning records
- Merging Records
- Mass Update
