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APM

Introduction to Actify APM


Description

  • The content and workflow in this course is based on APM release 2.1.
  • Setup projects in APM to include task assignments, team roles, and scheduling.
  • Manage daily activities to complete project tasks on time.
  • View the Project Health to monitor delays, file revisions, tasks awaiting approvals, completion, etc.
  • Review status reports, task inputs, task assignments, milestones, dependencies, etc.
  • Create customized form to capture user input for a variety of use cases.
  • Create and modify a workflow templates, complete with phases, tasks, dependencies, scheduling and team roles.
Content
  • BRAND NEW LOOK!
  • A NEW LOOK for APM Coordinate!
  • Introduction
  • What is the Purpose of APM? (2:25)
  • Using the Interactive User Guide
  • Register for the next APM Webinar
  • System Requirements
  • APM Concepts & Terms
  • What's New in APM
  • Release History
  • APM 2.1 Release Highlights Walk Through
  • APM 2.1 Release Notes
  • Overview of APM Dashboards
  • Section Overview - APM Dashboards
  • All Programs Dashboard
  • Program Dashboard
  • My Dashboard
  • Project Health Dashboard
  • Project Setup
  • SECTION QUIZ - APM Dashboards
  • Getting Started
  • Section Overview - Getting Started
  • How to Log In
  • Scenario 1: Completing Tasks
  • Scenario 2: Email Notifications and Approval
  • Scenario 3: Upload Files to Tasks
  • Adjusting Dashboards
  • SECTION QUIZ - Getting Started
  • Setting Up APM
  • Section Overview - Setting Up APM
  • How to Setup Forms
  • How to Setup Folder Structures
  • How to Manage Default Project Property Lists
  • How to Create Project Templates (Part 1)
  • How to Create Project Templates (Part 2)
  • How to Create Project Templates (Part 3)
  • SECTION QUIZ - Setting Up APM
  • Creating and Starting New Projects
  • Section Overview - Creating Starting New Projects
  • How to Create a Program
  • How to Create a Project (1 of 4)
  • How to Adjust Team Roles and Tasks (Draft State) (2 of 4)
  • How to Review Target Dates (Draft State) (3 of 4)
  • How to Go Live with New Project (4 of 4)
  • Managing Existing Projects
  • Section Overview - Managing Existing Projects
  • How to Update Team Members
  • How to use the Assistive Scheduler
  • How to Update Source Workflow Template
  • How to Upload Thumbnail Images
  • How to Upload 3D Content for Visualization
  • SECTION QUIZ - Creating and Managing Projects and Files
  • System Administrator
  • Section Overview - System Administrator
  • How to Add Users and Define Permissions
  • Configure Active Directory
  • Using Actify Automate
  • SECTION QUIZ - System Administrator
  • Actify Support
  • How to Contact APM Technical Support
  • How to Raise a Support Ticket
  • What to Include in a Support Ticket
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever