5703: Open Access

Course Type

  • Self-Paced

Duration

  • 11 Hours, 25 Minutes

Target Audience

  • EndUser

Course Description

The Open Access subscription curriculum will provide you a hands-on understanding of the various components in Open Access.

Course Notes

  • The subscription contains both Foundational and Functional topics

Lesson Details

5703: Intro to Open Access

Lesson Objectives

This video will provide an overview of Open Access.

4 Minutes Video
5703: Introduction to Open Access Components

Lesson Objectives

This video will provide an overview of the various components accessible through Open Access.

6 Minutes Video
5703: Adding a New Node in the Object Hierarchy Pane

Lesson Objectives

This document provides instructions on how to add a new to the object hierarchy pane.

2 Minutes Job Aid
5703: Adding a New Object to the CKB Object Page

Lesson Objectives

This document provides instructions on how to add a new object to the respective object page in the hierarchy pane.

3 Minutes Job Aid
5703: Adding a New Web User

Lesson Objectives

This document provides instructions on how to add a new user in Open Access.

4 Minutes Job Aid
5703: Applying an Object Hierarchy Definition

Lesson Objectives

This document provides instructions on how to create and process categorization requests used to apply the hierarchy definitions.

10 Minutes Job Aid
5703: Assigning Access Roles to the Users in Open Access

Lesson Objectives

This document provides instructions on how to assign access roles to the users in Open Access.

3 Minutes Job Aid
5703: Assigning an Object to Another Object

Lesson Objectives

This document provides instructions on how to assign an object to another object.

4 Minutes Job Aid
5703: Configuring Controls in the Page Template

Lesson Objectives

This document provides instructions on how to configure the controls in the page template.

12 Minutes Job Aid
5703: Configuring Lifecycle Stage

Lesson Objectives

This document provides instruction on how to configure the Lifecycle Stage settings in Console to define the transitions and validations required for moving objects between statuses.

8 Minutes Job Aid
5703: Configuring Planogram Recalculator in Console

Lesson Objectives

This document provides instructions on how to perform planogram recalculation in Console.

8 Minutes Job Aid
5703: Configuring the Document Views Properties in Web Publishing Under Console

Lesson Objectives

This document provides instructions on how to configure the Document Views properties in Console in order to set up Web Publisher.

16 Minutes Job Aid
5703: Configuring the Publishing Scenarios Properties in Web Publishing Under Console

Lesson Objectives

This document provides instructions on how to configure the Publishing Scenarios properties in Console in order to set up Web Publisher.

17 Minutes Job Aid
5703: Configuring the Web Publishing Settings in Web Publishing Under Console

Lesson Objectives

This document provides instructions on how to configure the Web Publishing Settings properties in Console in order to set up Web Publisher.

14 Minutes Job Aid
5703: Copying a Page Template

Lesson Objectives

This document provides instructions on how to replace the layout of an existing page with the layout of another page.

6 Minutes Job Aid
5703: Copying an Object in the CKB Objects Page

Lesson Objectives

This document provides instructions on how to copy an object from its respective object page.

5 Minutes Job Aid
5703: Creating a Bulk Edit Request

Lesson Objectives

This document provides instructions on how to create a bulk edit request for an object.

6 Minutes Job Aid
5703: Creating a Dashboard

Lesson Objectives

This document provides instructions on how to create custom dashboards.

12 Minutes Job Aid
5703: Creating a Fact Database

Lesson Objectives

This document provides instructions on how to create a Fact database for Category Advisor.

10 Minutes Job Aid
5703: Creating a Form

Lesson Objectives

This document provides instructions on how to create a form.

45 Minutes Job Aid
5703: Creating a New Control

Lesson Objectives

This document provides instructions on how to add controls to the Open Access page and configure them.

6 Minutes Job Aid
5703: Creating a New Page Template

Lesson Objectives

This document provides instructions on how to create a new page.

6 Minutes Job Aid
5703: Creating a Report

Lesson Objectives

This document provides instructions on how to create a custom report.

30 Minutes Job Aid
5703: Creating a Request to Generate a Report for a Single Planogram

Lesson Objectives

This document provides instructions on how to create a request to generate reports for a single planogram in CKS.

30 Minutes Job Aid
5703: Creating a Request to Generate Reports and Downloading .psa files for Multiple Planograms of a Specific Node

Lesson Objectives

This document provides instructions on how to request to generate reports and download .psa files for multiple planograms in CKS.

10 Minutes Job Aid
5703: Creating a Request to Generate Reports and Downloading .psa Files for Multiple Planograms

Lesson Objectives

This document provides instructions on how to create a request to generate reports and download .psa files for multiple planograms of a specific node.

10 Minutes Job Aid
5703: Creating a Version of an Object

Lesson Objectives

This document provides instructions on how to create a version of an object.

10 Minutes Job Aid
5703: Creating an Object Hierarchy Definition

Lesson Objectives

This document provides instructions on how to configure rules to define the levels of the object hierarchy.

10 Minutes Job Aid
5703: Creating and Processing a Global Change Request

Lesson Objectives

This document provides instructions on how to create and process global requests to add, delete, or replace child objects.

10 Minutes Job Aid
5703: Creating and Processing a Multiple Object Assignment Request

Lesson Objectives

This document provides instructions on how to create a multiple object assignment.

14 Minutes Job Aid
5703: Creating Global Changes from an Object Page

Lesson Objectives

This document provides instructions on how to create global changes.

6 Minutes Job Aid
5703: Cutting or Copying a Node and Pasting It Under Another Node

Lesson Objectives

This document provides instructions on how to cut or copy a node and paste it under another node.

5 Minutes Job Aid
5703: Deleting a Control

Lesson Objectives

This document provides instructions on how to delete a control.

3 Minutes Job Aid
5703: Deleting a Node from the Object Hierarchy Pane

Lesson Objectives

This document provides instructions on how to delete a node from the object hierarchy pane.

2 Minutes Job Aid
5703: Deleting a User

Lesson Objectives

This document provides instructions on how to delete a user.

2 Minutes Job Aid
5703: Deleting an Object from the CKB Objects Page

Lesson Objectives

This document provides instructions on how to delete an object from the CKB objects page.

6 Minutes Job Aid
5703: Downloading a Single Planogram

Lesson Objectives

This document provides instructions on how to download a single planogram from CKS.

6 Minutes Job Aid
5703: Downloading and Printing the Published Planogram Documents in the Batch Mode

Lesson Objectives

This document provides instructions on how to download and print a published planogram document in batch mode.

4 Minutes Job Aid
5703: Editing a Control

Lesson Objectives

This document provides instructions on how to edit a control.

4 Minutes Job Aid
5703: Editing a Form

Lesson Objectives

This document provides instructions on how to edit a form.

8 Minutes Job Aid
5703: Editing a Node in the Object Hierarchy Pane

Lesson Objectives

This document provides instructions on how to edit a node in the object hierarchy pane.

2 Minutes Job Aid
5703: Editing a Page (Template Edit)

Lesson Objectives

This document provides instructions on how to edit a page.

8 Minutes Job Aid
5703: Editing a Report

Lesson Objectives

This document provides instructions on how to edit a report.

2 Minutes Job Aid
5703: Editing an Object on the CKB Objects Page

Lesson Objectives

This document provides instructions on how to edit an object on the CKB objects page.

3 Minutes Job Aid
5703: Enabling the Batch Processing Service

Lesson Objectives

This document provides instructions on how to enable the batch processing service.

14 Minutes Job Aid
5703: Exporting and Deleting a Form

Lesson Objectives

This document provides instructions on how to filter and export a form.

4 Minutes Job Aid
5703: Exporting and Filtering Objects on the CKB Object Page

Lesson Objectives

This document provides instructions on how to filter and export objects from the CKB object page.

12 Minutes Job Aid
5703: Exporting from CKB Database to PEM Data Files

Lesson Objectives

This document provides instructions on how to export planograms from the CKB database to PEM data files.

12 Minutes Job Aid
5703: Importing PEM Data Files to CKB Database

Lesson Objectives

This document provides instructions on how to import planograms from PEM data files to the CKB database.

14 Minutes Job Aid
5703: Importing Users from Database

Lesson Objectives

This document provides instructions on how to import users from database.

4 Minutes Job Aid
5703: Importing, Exporting, and Deleting a Page

Lesson Objectives

This document provides instructions on how to import, export, and delete a page.

8 Minutes Job Aid
5703: Maintaining Accounts

Lesson Objectives

This document provides instructions on how to maintain accounts.

10 Minutes Job Aid
5703: Maintaining AO Project

Lesson Objectives

This document provides instructions on how to maintain AO projects.

20 Minutes Job Aid
5703: Maintaining Components

Lesson Objectives

This document provides instructions on how to maintain components.

10 Minutes Job Aid
5703: Maintaining Floorplan Project

Lesson Objectives

This document provides instructions on how to maintain floorplan projects.

12 Minutes Job Aid
5703: Maintaining Parts

Lesson Objectives

This document provides instructions on how to maintain parts.

12 Minutes Job Aid
5703: Maintaining Planogram Project

Lesson Objectives

This document provides instructions on how to maintain planogram projects.

12 Minutes Job Aid
5703: Managing Access Rules

Lesson Objectives

This document provides instructions on how to manage access roles.

12 Minutes Job Aid
5703: Marking Planograms as Implemented

Lesson Objectives

This document provides instructions on how to mark planograms as implemented.

4 Minutes Job Aid
5703: Moving a Node to the Root Node

Lesson Objectives

This document provides instructions on how to move a node to the root node.

4 Minutes Job Aid
5703: Processing a Bulk Edit Request

Lesson Objectives

This document provides instructions on how to process a bulk edit request.

4 Minutes Job Aid
5703: Promoting and Demoting an Object

Lesson Objectives

This document provides instructions on how to promote and demote an object.

4 Minutes Job Aid
5703: Reviewing Assortment

Lesson Objectives

This document provides instructions on how to review the assortment.

8 Minutes Job Aid
5703: Reviewing Linked Reports from the CKB Object Page

Lesson Objectives

This document provides instructions on how to review linked reports from CKB object page.

3 Minutes Job Aid
5703: Reviewing the Published Floorplan Documents

Lesson Objectives

This document provides instructions on how to review published floorplan documents.

18 Minutes Job Aid
5703: Reviewing the Published Planogram Documents

Lesson Objectives

This document provides instructions on how to review published planogram documents.

18 Minutes Job Aid
5703: Selecting and Moving the Objects of a Node to Another Node

Lesson Objectives

This document provides instructions on how to move objects from one node to another.

3 Minutes Job Aid
5703: Setting up lifecycle in Console

Lesson Objectives

This document provides instructions on how to set up lifecycle in Console.

6 Minutes Job Aid
5703: Uploading Planograms

Lesson Objectives

This document provides instructions on how to upload planograms.

6 Minutes Job Aid
5703: Using Floorplan Viewer

Lesson Objectives

This document provides instructions on how to use the floorplan viewer.

10 Minutes Job Aid
5703: Using Object Explorer

Lesson Objectives

This document provides instructions on how to work with the Object Explorer component.

10 Minutes Job Aid
5703: Using Planogram Viewer

Lesson Objectives

This document provides instructions on how to use the planogram viewer.

22 Minutes Job Aid
5703: Using Scheduled Dates to Modify the Status of an Object

Lesson Objectives

This document provides instructions on how to use scheduled dates to modify the status of an object.

8 Minutes Job Aid
5703: Viewing a Dashboard

Lesson Objectives

This document provides instructions on how to view a dashboard.

4 Minutes Job Aid
5703: Viewing a Report

Lesson Objectives

This document provides instructions on how to view a report.

2 Minutes Job Aid
5703: Viewing and Maintaining PEM Planograms

Lesson Objectives

This document provides instructions on how to view and maintain PEM planograms.

5 Minutes Job Aid
5703: Viewing and Maintaining PEM Products

Lesson Objectives

This document provides instructions on how to view and maintain PEM products.

5 Minutes Job Aid
5703: Viewing and Maintaining PEM Sources

Lesson Objectives

This document provides instructions on how to view and maintain PEM sources.

12 Minutes Job Aid
5703: Viewing Assortment Scorecard

Lesson Objectives

This document provides instructions on how to view the assortment scorecard.

8 Minutes Job Aid