WHO IS THIS TRAINING FOR?
iManage Security Policy Manager Users
WILL I GET HANDS ON?
Yes!
This training is around 50% practical - you will gain significant hands on experience with iManage Security Policy Manager.
Verify your system will be suitable for our hands on labs at this link: http://imanage.selfpaced.training/precheck
HOW LONG WILL THIS TAKE?
Self paced training is designed to be consumed at your own speed, enabling you to consume content and work on lab exercises on your own schedule. For this course, iManage recommends allowing a minimum of 8 hours to consume all courseware and complete lab exercises.
INCLUDED FOR USEIMANAGE SUBSCRIBERS
useiManage subscribers can utilize one of their self-paced training entitlements to register for this course.
For more information on useiManage, visit https://registration.imanage.com/pages/useimanage
COURSE BREAKDOWN
Expand sections below for an explanation of module contents.
Module 1 - Introduction to Security Policy Manager
Understand the current system security challenges and the iManage Security Policy Manager approach, including product benefits and security models available.
Module 2 - Interface Navigation
Get familiarized with the SPM interface and the key features.
Module 3 - Application Settings
Deep dive into the settings pane of iManage Security Policy Manager. In this module, students will configure application settings necessary for future modules
Module 4 - Roles
Overview of role management, including privileges which each role allows and how to assign roles to users and groups. Students will configure roles for their users during this module.
Module 5 - Users and Groups
Exploring user options, including user and group management, assistants and conflicts. In this module, students will configure user accounts for log in and additional options, such as assistants.
Module 6 - Clients
Deep dive into creating and maintaining security at the client level, using iManage Security Policy Manager. This includes securing clients, building staffing manually and using automated functions, conflicted users and much more. This module has a significant hands on component.
Module 7 - Matters
Deep dive into creating and maintaining security at the matter level, using iManage Security Policy Manager. This includes securing matters, building staffing manually and using automated functions, conflicted users and much more. This module has a significant hands on component.
Module 8 - Collections
This lesson will help you understand what Collections are and how they can be used to apply need-to-know security at department and location level. Student will configure a Collection, including creating rules for management.
Module 9 - Cases
Understand the Case feature and how to create Cases. Students will create a case and configure its security in this module.
Module 10 - Notification Events
Module 11 - Holds
Understand the Hold feature and the effects of placing items on hold. Students will create a hold in their environment
Module 12 - Self-Maintaining Rules
Understand what self-maintaining Rules are and how they can be applied across Assets. Students will configure self-maintaining rules
Module 13 - Opposing Team Sets
Overview of the Opposing Team Sets functionality, including advanced options. Students have an opportunity to build opposing team sets in their environment.
Module 14 - Managing Access Requests
Understand how to manage requests for access to restricted content, looking at examples of where and how to approve/deny access. Students will have an opportunity to submit and action requests in their system.
Module 15 - Reporting
Investigate the reporting and auditing capabilities of iManage Security Policy Manager. This includes system wide reports, reports for individual users/clients/matters and more specific report types, like Insider Reporting.
Module 16 - Moving from Intapp
Understand the key differences between IntApp and SPM, and how the security policies applied in IntApp translate into SPM.
Module 17 - Common Tasks
Understand some common every tasks a user of SPM may encounter, and some suggestions on how to deal with those.
Module 18 - iManage Integration
Understand how SPM works alongside iManage Work and iManage Records Manager.
Module 19 - Points to Consider
Discuss some points that need to be considered when deciding how you should use SPM to suit your needs.
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