2209: Open Access Fundamentals
Featured course for the
Category Management Product
Course Type
- Instructor Led
Duration
- 2 days
Target Audience
- EndUser
- SuperUser
Course Description
This curriculum will provide a detailed understanding of Open Access and its related components.
Course Notes
- 7 Core Lessons
- 4 Electives (Optional)
Lesson Details
(C) 2209-01: Introduction to Category Knowledge Base
Lesson Objectives
- Describe Category Management and its role in the supply chain industry
- Explain Category Management solutions
- Explain Category Knowledge Base (CKB) and its key components and capabilities
Lesson Exercises
Not Applicable
45 Minutes ILT
(C) 2209-02: Basics of OA Navigation
Lesson Objectives
Navigate through the Open Access components using the Open Access user interface
Lesson Exercises
Not Applicable
40 Minutes ILT
(C) 2209-03: CKB Objects and Hierarchies
Lesson Objectives
- Identify the various objects in Open Access
- Discover the object page
- Explain the object hierarchy functionality
- Explore the object list grid functions
- Describe the object bulk functions
Lesson Exercises
Not Applicable
2 Hours ILT
(C) 2209-04: Exploring Reports & Dashboards in OA
Lesson Objectives
- Identify ways to access reports
- Access linked reports
- Explore the Reports page
- Explore the Report List grid
- View reports in the Report List grid
- Create a new report
- Edit a report
- Insert graphical charts in reports
- Create dashboards in reports
Lesson Exercises
- Creating a report to view the filtered store data using multiselect Store Status filter
- Creating a report by editing an existing report to view the store data filtered according to the selected city
- Creating a report to view the filtered store data using a multiselect Floorplan Status filter
- Creating a report to view the filtered store data using multiselect Store Name and single select Cluster Name filters, and adding a count summary function to the Product Name column
- Creating a report to view the filtered product data using nonmandatory Planogram Name filter and nonmandatory Planogram Status filter, and adding a count summary function to the Product Name column
- Creating a dashboard to view a customized report
(C) 2209-05: JGC Store Setup in Open Access
Lesson Objectives
Explain how the JGC store utilize the Category Knowledge Base (CKB) database to execute their planning and assortment tasks (using the Category Management suite of products)
Lesson Exercises
- Updating Product
- Replace Product and Assign Planograms
- Adding a Planogram Node
- Store Expansion
(C) 2209-06: Exploring Web Publisher
Lesson Objectives
- Describe Web Publisher in Open Access
- Explain the Floorplans and Planograms pages in Web Publisher
- Review the published documents for planograms and floorplans
- Explain the Batch Download feature in Web Publisher
- Download the published documents for planograms
- Review the batch processing status for the published documents
Lesson Exercises
- Reviewing Published Documents for Floorplans and Planograms
- Marking Planograms and Products as Implemented
(C) 2209-07: Exploring System Options in OA
Lesson Objectives
- Understand the following System options
- Event Log
- Batch Processing Status
- Global Changes
- Bulk Edit
- Multiple Object Assignment
Lesson Exercises
- Event Log
- Batch Processing Status
- Global Changes
(E) 2209-08: Setting Up Web Publisher
Lesson Objectives
- Describe the installation process of Category Knowledge Base (CKB) server components
- Explain the process of setting up Web Publisher Console
- Enable the batch processing service
Lesson Exercises
Not Applicable
2 Hours 30 Minutes ILT
(E) 2209-09: Configuring Planogram Recalculator in Console
Lesson Objectives
- Explore the steps to configure Planogram Recalculation settings
- Review the Planogram Recalculator status
Lesson Exercises
Not Applicable
20 Minutes ILT
(E) 2209-10: Exploring the Admin component in Open Access
Lesson Objectives
- Describe the Admin component in Open Access
- Explain the Admin functional areas
Lesson Exercises
Not Applicable
4 Hours 30 Minutes ILT
(E) 2209-11: Appendix
Lesson Objectives
This lesson will provide an overview of the various other components available in Open Access
Lesson Exercises
Not Applicable
25 Minutes ILT