Archer v5 Flashcards by Adam Marcus

Which is NOT a step when configuring a data feed?

Delete the data you don’t want to bring into Archer
Determine if data will be brought in “raw” or if the data will be modified in some way
Define the transport method
Specify how incoming data will be mapped in Archer

Delete the data you don’t want to bring into Archer

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Which answer would allow a chart to be created when performing an Advanced Search?

Select the Statistics Mode checkbox at the bottom of the Fields to Display section
Select the charting search results format to be used in the Display Options section
Enter at least one keyword to be used to group the dataset into chartable groups
Configure a filter to bring back only a subset of the overall data set

Select the Statistics Mode checkbox at the bottom of the Fields to Display section

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What is the first step in creating a calculated field?

Writing the calculation formula in Archer
Validating your formula
Creating a User/Groups List field
Checking the calculated field check box within an existing field

Checking the calculated field check box within an existing field

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Which function would you enable within the application to make records automatically open in edit mode?

Optimize Records
Enable Inline Edit
Enable Direct To Edit
Task Management

Enable Inline Edit

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Which of the following statements is CORRECT regarding Personal Dashboards?

An end user is able to select any iViews the user has permission to view and include them in a Personal Dashboard.
End users can create any type of iView from scratch and include them in Personal Dashboard.
End users are unable to create Personal Dashboards.
End users can always create a Personal Dashboard for any workspace.

An end user is able to select any iViews the user has permission to view and include them in a Personal Dashboard.

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When viewing a report on a public dashboard, end users will see ___.

Only the records they have permission to view in that report
None of these are correct
All records in that report regardless of their access rights
Only records in the report that are relevant to that dashboard

Only the records they have permission to view in that report

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A Business Owner that needs visibility into doily changes made to Archer records would best be served by ___

A manual process where o user runs a report every 30 days and attaches it to an email
A Subscription Notification sent as a daily digest
A Subscription Notification sent instantly as records are changed
A Subscription Notification sent as a monthly digest

A Subscription Notification sent as a daily digest

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The Input Mask feature allows you to do which of the following?

Set a prefix and suffix for a Numeric field
Hide the data end users put into a field
Predefine the format that end users use to enter data into a Text field
Set a default value for a Date field

Predefine the format that end users use to enter data into a Text field

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You create a calculated field that references a private field that only

Only the users with access to the referenced private field will see the data in the calculated field
Anyone who has access to the calculated field will see the result of the calculation. even though the result is based off a private field’s data
The calculated field will return an error
None of these are correct because you cannot create a calculated field that references a private field

Only the users with access to the referenced private field will see the data in the calculated field

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Which of the following is TRUE about Security Parameters?

Only Application Owners can be assigned a Security Parameter
A Security Parameter cannot be assigned by default
A user can only be assigned one Security Parameter
A user can be assigned up to three Security Parameters

A user can only be assigned one Security Parameter

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Which of the following happens if you encounter errors when importing records using a data import?

A message will appear within the record that was imported with errors

The import will stop, and Archer will give you a list of all the errors

Archer will automatically fix the errors with the most logical solution

Archer will open a window that allows you to correct your import file directly from within the Archer interface

The import will stop, and Archer will give you a list of all the errors

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What are the three possible statuses of users in Archer?

Locked, Unassigned, Active
Inactive, Active, Reassigned
Locked, Active, Inactive
Retired, Active, Locked

Locked, Active, Inactive

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Archer creates a corresponding workspace when a solution is created. Who can access that workspace by default?

The Everyone group
System Administrators and Configuration Administrators only
The person who created the solution
No one

System Administrators and Configuration Administrators only

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What is the easiest way to temporarily stop users from receiving Subscription Notifications related to a specific application?

Delete all the notifications associated with that application
Stop the Archer Job Engine service
Disable notifications from the General tab of the application
Within the notification, on the Delivery tab, select None as the recipients

Disable notifications from the General tab of the application

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Which of the following statements best summarizes what happens when executing an advanced search that filters on the Policy Owner field using the “Current User” filter?

The search results will contain only records that include the text “Policy Owner” in the Description field

The search results will contain only records that include the text “Current User”

The search results will contain only the records where the user who is logged in and runs the search is listed in the Policy Owner field

The search results will be sorted based on the values included in the Policy Owner field

The search results will contain only the records where the user who is logged in and runs the search is listed in the Policy Owner field

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Which of the following would you recommend for an organization that wants to import an XML file monthly that stays in a consistent location?

Data Retrieval Manager

Data Feed Manager

Data Import Manager

Data Transformation Manager

Data Feed Manager

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What are the three types of record permission fields?

Inherited, Full Access, Automatic

Automatic, Restricted, Manual

Manual, Inherited, Automatic

Full Access, Restricted, Inherited

Manual, Inherited, Automatic

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What feature in the Administration menu allows you to troubleshoot users record permissions?

Investigate Access
Admin Notifications
Users
[screenshot cut off]

Investigate Access

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What statement is TRUE about searching in related applications?

You can filter on the values in the related application

There’s a limit to the number of fields you can display for related applications

You can only search in one related application

The related application must be the same type as the original application (i.e. standard or leveled)

You can filter on the values in the related application

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When it comes to Archer design best practices, simplicity and efficiency are recommended. This concept is best described with the saying “Less is More.” Which of the following is NOT a suggestion for a simple, efficient design?

Limit the number of fields and components used in an application

Use as few data-driven events as possible

Limit the number of users that can access the application to avoid network congestion

Be descriptive in naming but use as few words as possible

Limit the number of users that can access the application to avoid network congestion

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Which is NOT an available Calculated Field error handling option?

Display error

Revert to lost validated value

Use specific value

Use no value

Revert to lost validated value

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Before performing an On-Demand Recalculation, it is recommended that you

Make sure a full calculation is necessary, since this task can negatively impact performance

Manually log all users out of the system so they do not interfere with the recalculation

Change the calculation behavior of fields that you do not want recalculated to ‘“As needed’”. This way only the fields that need to be recalculated will be affected.

Perform a database backup of your entire instance so you do not lose any data

Change the calculation behavior of fields that you do not want recalculated to ‘“As needed’”. This way only the fields that need to be recalculated will be affected.

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After going live with a new Archer solution, you start being contacted by end users who are unable to see a workspace that they were previously able to access. Which behaviour option should you change in the workspace settings so that end users with appropriate access will always see the workspace?

Required

Active

Default

Optional

Required

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Which of the following is TRUE about solutions?

All of these answers are correct

They act as containers for applications

You can have multiple applications within a solution

Solutions can appear on multiple workspaces

All of these answers are correct

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# Best practices dictate that every application has which of the following? Sub-forms Record Permission Fields Descriptions for each Field and Application Cross-References

Descriptions for each Field and Application

# Which statement is TRUE regarding record permission fields and Sub-forms? Record permission fields cannot be created in Sub-forms A user with access to a record through a record permissions field will not see any Sub-forms within the record Record permission fields can only be set to inherited within Sub-forms Sub-form owners have access to all record permission fields

Record permission fields can only be set to inherited within Sub-forms

# Which of the following MUST be true for a user to view a global report that is permissioned to the Everyone group? There can be no record permission fields in the application on which the global report was built The user must have access to the application on which the global report was built The global report must be displayed in a Report iView the user has access to There can be no private fields in the application on which the global report was built

The user must have access to the application on which the global report was built

# What minimum information is initially needed to create a new user in Archer? Username, Password, lnstance Username, Email Address. Password First Name, Last Name, Password First Name, Last Name. Username

First Name, Last Name, Password

# What determines the content of an email delivered through an Instant Subscription Notification? The fields specified in the Notification Template will appear, assuming the recipient has access to all included fields All fields in the records are included in all notifications The end user has complete editing rights over the fields that will appear, so it is up to each user to define the included content Only fields that have the Search Results checkbox selected can be included in the notification email

The fields specified in the Notification Template will appear, assuming the recipient has access to all included fields

# When creating a Cross-Reference field, what field type is automatically created in the referenced application? Test field Key field Calculated field Related Records field

Related Records field

# What is one advantage of using the Advanced Workflow feature instead of the feature driven workflow functions such as data-driven events and calculated fields alone? Using Advanced Workflow automatically increases your system performance Advanced Workflow provides the end user with action buttons for a more clear and seamless experience Advanced Workflow makes it easier to manage access control to records Advanced Workflow automates the process of completing required fields when needed

Advanced Workflow automates the process of completing required fields when needed

# What type of search allows you to pre-configure filters, sorting, and display format prior to running the search? * Sidebar Search * Advanced Search * Quick Search * Global Search

Advanced Search

# A number of fields (and data contained within them) are no longer needed in a core application. What is the recommended course of action? * Delete the fields since you no longer need them so they do not cause confusion * Set the fields to Inactive * Simply label each field name with an “XX-” prefix to indicate retirement * Create a separate tab set and place all the unwanted fields in it

Delete the fields since you no longer need them so they do not cause confusion

# What are two components that CANNOT be migrated using Packaging? Dashboards and Reports Data Feeds and Folders Records and User Accounts Access Roles and Languages

Records and User Accounts

# What action CANNOT be performed using data-driven events? * Limit the available selections in a Values List field * Hide required fields from end users * Both limit a large set of values to a smaller subset AND pre-set one value by default * Evaluate a Date field and schedule a calculation based on the date selected

Evaluate a Date field and schedule a calculation based on the date selected

# When creating a new questionnaire, administrators can include questions stored in which of the following Archer applications? Manage Questionnaires Findings Authoritative Sources Question Library

Question Library

# When importing records using a data import, what is a best practice to follow before completing the import? * Ensure you are importing data that aligns with existing Archer values list values * Set the General User Security Parameter up to disallow all other users access during the time of the import * Remove all Cross-Referenced fields, since those cannot be imported * Delete all the old records in the system so that you will only have fresh data

Ensure you are importing data that aligns with existing Archer values list values

# What happens when an administrator selects to cascade private field permissions for a group? Only members of the selected group would have access to the field; members of any child groups would NOT have access to the field Members of the selected group would NOT have access to the field; members of child groups would have access to the field Only members of BOTH the selected group and all child groups would have access to the field Members of the selected group and members of any child groups would have access to the field

Members of the selected group and members of any child groups would have access to the field

# Which of the following is NOT an action type when creating a data-driven event? Calculate Field Set Date Set Values List Apply Conditional Layout

Calculate Field

# What is the default selection for a Global Report's access when the report is initially saved? Everyone Report Administrator There is no default selection for Global Reports Content Administrator

Everyone

# From the Administration section of the Application Builder, which administrator role would you assign a person who needed to configure all aspects of an application found in the Application Builder, but not automatically have access to all content records within the application? Content Administrator Configuration Administrators Application Owner System Administrator

Configuration Administrators

# When a search includes multiple applications the Enforce Relationships option allows which of the following? Search in a cross-referenced application Only return records from the primary application being searched that also have related records from the secondary application Only return records with an internal reference Search using a User/Groups List field

Only return records from the primary application being searched that also have related records from the secondary application

# When running a statistics search, which of the following is NOT an available aggregate operation? Maximum of Total Count of Group by

Total

# Layout objects are a helpful way to organize and arrange fields within an application. Which is NOT an available layout object? Sub-forms Placeholders Sections Tab sets

Sub-forms

# Which statement is NOT true when it comes to displaying reports on a dashboard? They can be set to refresh at various intervals They can be displayed without putting them in an iView No more than one report can be selected for display in each iView You can display charts and data only reports within the same iView

They can be displayed without putting them in an iView

# Who can create global reports? * Each of these answers is correct * Configuration Administrators * System Administrators * Report Administrators

Each of these answers is correct

# Which of the following statements is TRUE about Global Values Lists? * You can make changes to a Global Values List so that it only affects a specific application. * You can promote an existing custom values list to a Global Values List. * It is impossible to edit Global Values Lists. * You are unable to create new Global Values Lists. You can only use the ones that come prebuilt.

You can promote an existing custom values list to a Global Values List.

# Which statement is NOT true regarding iViews in Archer? Any user can create a Report iView The same iView can be used on multiple dashboards iViews can be either public or private iViews are categorized into folders

Any user can create a Report iView

# When an end user clicks on an application name from the top menu, seekin * Administrators can allow end users to set new default fields to appear for future searches * The fields that appear are managed from within the Manage Appearance feature in the Administration menu * Administrators define which fields appear by default from within Application Builder * When additional fields are added to the search results by an end user, the administrator is notified that new fields need to be added to the default display

Administrators define which fields appear by default from within Application Builder

# How could an Archer user share real-time data with other Archer users using a Personal Report they created? Personal Reports cannot be shared with other users Export the search results as an Excel file and email it to users Have the System Administrator grant the end user permission to create Global Reports Email a link to the report to the other users

Email a link to the report to the other users

# From which location are you NOT able to access the Advanced Search page? * From search results * Clicking on icon next to the application name in the navigation menu * From the User Menu * By transferring a search from Global Search results

From the User Menu

# When a user account is created in Archer, what group are they automatica * They aren't assigned to any group * The Everyone group * They are assigned to all groups * The General group

The Everyone group

# Which of the following application statuses will remove the application from view for all end users? Offline Development Retired Archived

Retired

# Which of the following options will allow a field to be displayed in search results, but NOT be selected by default? Enable auditing information Display this field in global search results Make this a search default field Require unique values

Display this field in global search results

# What statement is TRUE regarding searching in Attachment fields? Users are unable to search in Attachment fields Administrators must enable this option at the field level None of these are correct Any file type can be searched

Administrators must enable this option at the field level

# What is NOT an option when using the apply conditional layout action? Set a field to read only Hide a field Increase end users' access rights to a field Require a field

Increase end users' access rights to a field

# What option is NOT available when installing a package? * Deactivate fields and data-driven events in the target instance that are not present in the package * Apply a prefix to deactivated fields * Override Layouts * Delete fields or applications that exist in the current instance but are not present in the install package

Delete fields or applications that exist in the current instance but are not present in the install package

# Which statement is NOT a recommended best practice for calculated fields? * Set Recalculations to "As Needed" for most instances, including NOW() and TODAY() calculations * Set Recalculations to “Always” for every field and reserve the "As Needed" setting for troubleshooting only * When scheduling calculations within the Schedules section of the Administration menu, try to schedule calculations during non-work hours since system performance can be impacted * Choose the "Display Error" setting for calculated fields whenever possible

Set Recalculations to “Always” for every field and reserve the "As Needed" setting for troubleshooting only

# When creating an application, the Tracking ID field is automatically designated as the key field. What is the first step in designating a new key field? You cannot designate a new key field Deselect the key field option on the current Tracking ID field Delete the current Tracking ID field Check the key field option on the new field you want to designate as the key field

Check the key field option on the new field you want to designate as the key field

# Which of the following is NOT an option within the Layout tab (or Designer tab > Layout) of an application? Create a new field for the application Add a tab set to the layout Add a text box to the layout Create a new report

Create a new report

# When creating a calculation, the Validate option in the Formula Builder performs which function? * Confirms that you will receive the desired outcome across all records * Checks for valid syntax of the formula * Checks for the correct field or fields being referenced in the formula * Checks that the calculation will not produce an error

Checks for valid syntax of the formula

# When configuring users' access rights, which of the following is considered a best practice? * Give anyone who needs to create personal reports Report Administrator rights * Place all new users in a standard group with standard access rights and add any additional permissions they need later * Assign each individual user their own unique access role * Create groups based on users' roles and grant each group an access role with the appropriate permissions. Then assign users to the appropriate group.

Create groups based on users' roles and grant each group an access role with the appropriate permissions. Then assign users to the appropriate group.

# You are creating a feature driven workflow and you want the system to set a Date field so it cannot be edited by the end user. What feature should you use? * Create a calculated field to calculate the desired date * Create a rule that sets off a set date action * Specify a default value * Make the field required

Create a calculated field to calculate the desired date

# What type of notification would you create if you wanted to send users a weekly digest of reported incidents? On-Demand Reminder Global Subscription

Subscription

# A subscription notification email fails to be generated even after the t * The user has Out of Office set in their email client * The Notification has been set to Inactive * The user does not have Out of Office set in their email client * The Notifications option is selected within the application

The Notification has been set to Inactive

# Which of the following is NOT a type of iView you can create? Global Search Links List Report XML Feed

XML Feed

# How are Personal Reports different from Global Reports? * Personal Reports are the only report type that can be emailed to a non-Archer user * Personal Reports are the reports available on public dashboards * Personal Reports can be created by anyone and are only accessible by the user who created them, unless the report owner shares a link to the report * Personal Reports can only be created by system Administrators, Application Owners, and Report Administrators

Personal Reports can be created by anyone and are only accessible by the user who created them, unless the report owner shares a link to the report

# When accessing records as an end user from the menu bar in Archer, what is the correct order to follow? * Dashboard > Solution > Workspace > Record * Solution > Application > Dashboard > Record * Workspace > iView > Dashboard > Record * Workspace > Solution > Application > Record

Workspace > Solution > Application > Record

# An on-demand application can remain in the status of Development for how long? 180 days Indefinitely 30 days 90 days

90 days

# In order for an application to display conditional formatting, the application designer must include both a rule and a(n): Action Field Trigger Workflow

Action

Archer v5 Flashcards

(70 cards)