Enterprise Conduct Specialist
Format
Hands-On Instructor-Led Training (.5 day)
Web-based Training (1.6 hours)
Intended Audience
Supervision professionals responsible for reviewing an organizations’ communications.
Prerequisites
To get the most out of the course, attendees should have general familiarity with computers, web-based applications as well as a good understanding of regulatory compliance requirements.
Overview
This hands-on course provides a comprehensive introduction to Enterprise Conduct. Attendees will gain a good understanding of the Enterprise Conduct environment. They will learn how to leverage Enterprise Conduct to review communications, tag, escalate or action them as required.
Course Topics
- Overview and concepts
- Terminology
- Review queue interface
- Review available actions
- Use of templates for taking action on communications
- Use of faceting to reduce the number of viewable communications
- Review details pane functionality
- Search functionality
- Export functionality and formats
- Export formats/options
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