2209: Open Access Fundamentals

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
2 Hours 30 Minutes ILT
(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
3 Hours ILT
(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
2 Hours 30 Minutes ILT
(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
3 Hours ILT
(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