Portfolio Management - Core Functionality Live Training

Portfolio Management - Core Functionality Live Training

This course is designed to familiarize students with the core features available in Portfolio Management.

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About this course

In this course, we will cover the following processes and topics:

  • Using the WorkQ screen, where you can view document and data statuses. This data is captured by the MRI Data Management Service (DMS) team.
    • Document statuses include Received, Loaded, Due, and Hold.
  • Configuring collection rules, which you can use to set up data types and establish WorkQ item status rules. You can modify collection rules to fit your organization’s business practices.
  • Using notifications, which Portfolio Management generates based on collection rules. In the product, you can re-generate notifications, as well as preview pending notifications.
  • Accessing and running Portfolio Management reports, both standard and custom.
  • Accessing and using your uploaded documents.
  • Setting up codes, which appear in drop-down fields throughout the product.
  • Using filters, which assist users in finding specific documents or data throughout the product.
  • Accessing tip files located throughout the product.

Portfolio Management - Core Functionality Live Training

Event Date Spaces left
Portfolio Management - Core Functionality Live Training 997

Curriculum

  • Portfolio Management - Core Functionality Live Training
  • Survey

About this course

In this course, we will cover the following processes and topics:

  • Using the WorkQ screen, where you can view document and data statuses. This data is captured by the MRI Data Management Service (DMS) team.
    • Document statuses include Received, Loaded, Due, and Hold.
  • Configuring collection rules, which you can use to set up data types and establish WorkQ item status rules. You can modify collection rules to fit your organization’s business practices.
  • Using notifications, which Portfolio Management generates based on collection rules. In the product, you can re-generate notifications, as well as preview pending notifications.
  • Accessing and running Portfolio Management reports, both standard and custom.
  • Accessing and using your uploaded documents.
  • Setting up codes, which appear in drop-down fields throughout the product.
  • Using filters, which assist users in finding specific documents or data throughout the product.
  • Accessing tip files located throughout the product.

Live events

Portfolio Management - Core Functionality Live Training

Event Date Spaces left
Portfolio Management - Core Functionality Live Training 997

Curriculum

  • Portfolio Management - Core Functionality Live Training
  • Survey