Archer v5 Flashcards
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
What feature in the Administration menu allows you to troubleshoot users record permissions?
- Investigate Access
- Admin Notifications
- Users
[screenshot cut off]
Investigate Access
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
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
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
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.
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
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
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
