Using Archer

Most of the tasks that you, as an end user, need to perform in Archer are specific to the solution that you are working in. However, the basic tasks are the same across all solutions. Use the following sections to learn the basics of working in Archer.

• Records in Archer consist of related fields of data. For example, vendor information is stored in a vendor record. Working with records is the most common user task. You can also work with the following specific types of records:
  • Questionnaires records are used to assess compliance against an internal control or a regulatory requirement. If you are responsible for managing a business process, technical asset, vendor relationship, or some other organizational object, you might be asked to fill out an assessment.
  • Tasks are records in the Task Management application, which you can use to assign, track, and manage open and completed activities associated with specific content records.
  • Appointments are records in the Appointments application that enable you to schedule appointments and assign resources.
• Search and reporting provides you a variety of options for searching records to locate data relevant to your business needs and for generating real-time reports.
• Your user account is the collection of properties that enables you to log on and to interact with the product. You can personalize your user interface, set your preferences, and view your history.

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