Learning Cloud

Course Details

PSIsafe 11.x Management On-demand Training

Course/Exam Description

WHO: For PSIsafe Administrators and/or the System Administrator.

WHAT: This Learning Path covers all sections of the PSIsafe Management console.

WHY: As PSIsafe or System Administrator, you will make a difference for your organization to move to greater efficiencies, making the most of everyone's investment. 
You will be responsible for configuring PSIsafe to maximize your internal processes, making internal process improvements through the platform, onboarding new Users in the system, and much more. 
That is why learning this content is so important for you and your teams. Once you ace each quiz, you unlock the next video resource. These videos are great to keep handy for refresher when needed. So, dive right in and learn as much as you can!

WHEN/WHERE: Take this Course in small chunks as you have the time. With your login credentials, you can get to the Course from any computer with internet access.

HOW: To get the most out of your learning experience, we recommend you use two screens while learning. On one screen, work through the videos and quizzes at your own pace, pausing and repeating as needed. 
On the second screen, have your PSIsafe Management application open and familiarize yourself with the Management matrix and its functions as you are learning. Try it for yourself in tandem with the video presentations.

Training Components

Click on the course topics below to learn more.

In this section we will cover:

  • Users - Creating and managing User profiles.
  • Groups - How to create and manage PSIsafe Groups.
  • Repositories - For the PSIsafe System Administrator: how to create Repositories.
  • Cabinets - How to create and manage cabinets' structures.
  • Cabinet Copy - How to copy existing cabinets to ensure compatibility.
  • Managers - How PSIsafe utilizes Document Managers from your system.
  • Classes - How to create/name Folder and Document Security Classes and Retention Classes.
  • Templates - How to create and edit Naming Templates.
  • Access Rights - How to delineate Access Rights to certain Users and/or Groups through Security Classes.
  • Workflow - How to manage items currently in Workflow; and how to run reports on Workflow items.
  • Workflow Rules - How to create and edit Workflow Rules.
  • Tracking - Follow and report on User activity in PSIsafe (PSIsafe System Administrators) and PSIsafe Management (System Administrators only).
  • System Settings - Accessible to System Administrators only -- where global settings and options are added and managed.
  • Help - Your system's license distribution, how to access Support resources, and your current version of PSIsafe.

Training component modules and exams
  • 01a - User Settings
  • 01b - User Settings Groups
  • 02a - Filing Structure - Repositories
  • 02b - Filing Structure - Cabinets
  • 02c - Filing Structure - Copy
  • 03a - Document Settings - Managers
  • 03b - Document Settings - Classes
  • 03c - Document Settings - Templates
  • 04 - Access Rights
  • 05a - Workflow - Rules
  • 05b - Workflow - Management
  • 06 - Tracking
  • 07 - System Settings
  • 08 - Help
  • User Settings Quiz
  • Filing Structure Quiz
  • Document Settings Quiz
  • Access Rights Quiz
  • Workflow Quiz
  • Tracking Quiz
  • System Settings Quiz

Enrollment Options

Log in or create an account to see any applicable discounts.
NameDuration/DatesPriceLink
PSIsafe 11.x Management On-demand Training Perpetual FREE

Badges

Certifications

Associated Courses / Exams