Section I: Introduction and Access | |
| Section 1 - Introduction and Access | -Introduction -Who uses GRMS? -How to access GRMS -Multifactor Authentication is required -Who to contact for help -Where to get training -Browser compatibility |
Section II: Interfaces, Terminology and Conventions | |
| Section 2.1 - Interfaces | -Pick Your Interface -Main Menu -Objects -Apps -App and Object Search -Customizing an App -Records -Home page |
| Section 2.2 - Search How to find data in GRMS | -Global Search -Einstein Search -List View |
| Section 2.3 - Detailed View and User Interface Conventions | -Detailed View -Inline Editing -Related Lists -Edit View -Lookups -Picklists -Chatter |
Section III: Relationship Management | |
| Section 3.1 – Accounts and Contacts | -Accounts -Contacts -Important Detail on Account and Contact Street Addresses -Important Detail on Account and Contact Telephone Numbers |
| Section 3.2 - Creating Opportunities and Value Transfers | -Creating Opportunities -Creating Value Transfers |
| Section 3.3 - Creating Listings and Artifacts | -Creating Listings -Creating Artifacts |
| Section 3.4 - Value Transfer Calculations and Scoring | -Value Transfer Calculations and Scoring |
| Section 3.5 - Creating Phase Gates | -Creating Phase Gates |
| Section 3.6 - Creating Relationships between Accounts, Contacts and Opportunities | -Creating Relationships between Accounts, Contacts and Opportunities |
| Section 3.7 - Misc Actions: Tasks, Meetings, Calls, Notes, Deleting | -Creating Tasks, Events (i.e. Meetings), and Logging Calls -Creating Notes -Deleting Records (Accounts, Opportunities, whatever . . .) |
| Section 3.8 - Attaching and Sharing Files | -Attaching Files -Sharing Files with Others -Troubleshooting File Viewing Issues |
| Section 3.9 - Using the Outlook Integration to Archive Content from Outlook to GRMS | -Using the Outlook Integration to Archive Content from Outlook to GRMS |
Section IV: Opportunity Validation and Approval | |
| Section 4.1 – Validating Opportunities | -Summary -Validating an Opportunity (Automated check for the basics) -Validating Again Later when Adding More Listings |
| Section 4.2 - Opportunity Review Process | -The Opportunity Review Process (Manual Approval of the Details) -The Opportunity Review Stage Field -Bypass Unreviewed Listings |
| Section 4.4 - SLA Monitoring and Communication Protocol | -Service Level Agreement Monitoring -Opportunity Review Communication Protocol |
| Section 4.5 - Team Specific Expectations | -Team Specific Expectations |
| Section 4.6 - Listings Update Notifications During Opportunity Review | -Only CS Approval Field Changes -Only C&C Approval Field Changes -These fields change after CS Approval was already set -These fields change after C&C Approval was already set -These fields change while Review is assigned to --Operations Management -Only CS Approval Field Changes |
Section V: Agreements/Rights Management/Rights Evaluation | |
| Section 5.1 - Agreements | -How the Agreement record is used in GRMS -Agreement Components |
| Section 5.2 - Legal Decisions | -RVN -JLN -XDN |
| Section 5.3 - Use Rights | -Prioritizing Legal Decisions and Use Rights -Notification of Expiring Agreements -Rights Management -Rights Evaluation |
| Section 5.4 - Creating multiple relationships between Agreements and Accounts | -Creating multiple relationships between Agreements and Accounts |
| Section 5.5 - Generating Forms | -Generating a Digital Acquisition Project Request Form (DAPR) -Generating a Management Approval Form (MAF) -Generating a Term Sheet |
Section VI: Creating and Managing Pipeline Projects | |
| Section 6.1 - Creating Pipeline Projects | -Creating Pipeline Projects |
| Section 6.2 - Rosetta Projects | -Rosetta Field Orders -Adding new Listings to Rosetta projects -Adding a PID manually to a Rosetta Project |
| Section 6.3 - Infinity Projects | -Camera Dashboard -Infinity Field Orders -Adding new/Editing listings for Infinity projects -Converting a Rosetta Project to an Infinity Project |
| Section 6.4 - The Project Name | -The Project Name |
Section VII: Oral Genealogies | |
| Section 7 - Oral Genealogies | -Interviews -Equipment |
Section VIII: Finance | |
| Section 8 - Finance | -Finance |
Section IX: System Email Notification Summary | |
| Section 9 - System Email Notification Summary | -Notifications to Record Owners -Notifications to Opportunity Owner -Notifications to ROMs -Notifications to Content Strategists -Notifications to MS Specialists -Notifications to C&C -Notifications to Standards team -Notifications to Accounts -Notifications to Finance team -Notifications to specific team members |
Section X: Access, Rights, Sharing | |
| Section 10 - Access, Rights, Sharing | -Object Access (via Profiles) -Getting access to records other than your own (via Role Hierarchy) -Sharing records outside the Role Hierarchy (via Sharing Rules) -Exceptions (via Profiles, Permission Sets, System Admin) -System Admins |
Section XI: Reports and Collaboration | |
| Section 11.1 - Reports | -Shared Reports -Creating your own Reports -Creating your own Dashboards -Have reports delivered to your inbox (subscribe) |
| Section 11.2 - Aloha vs. Lightning (i.e. the old User Interface vs the new User Interface) | -Differences between Aloha and Lightning -Following Reports -Report Subscriptions Replace Scheduled Report Refreshes -Favorites Replace Pinning -Other Report Tab Differences |
Section XII: Mass Email and Marketing | |
| Section 12 - Mass Email and Marketing | -How to send an Email to Contacts from a List View |
Section XIII: Strategic Data Management | |
| Section 13 - Strategic Data Management | -Managing Areas -Managing Record Scores |
Section XIV: 3rd Party Portals | |
Section 14 - 3rd Party Portals | -FamilySearch Developer Site -FamilySearch Programs -FamilySearch Partners -FamilySearch Solutions -FamilySearch Solutions Gallery |
Section XV: How to Create Defect and Enhancement Reports | |
| Section 15 - How to Create Defect and Enhancement Reports | -How to Create Defect and Enhancement Reports -How to notify us of Defects or Enhancements |
Section XV: The Support FAQ | |
| Section 16 - The Support FAQ | -How to use the Support FAQ -Accounts and Contacts -Opportunities, Value Transfers, Listings and Deliverables -Opportunity Validation, Review or Notification processes -Pipeline Projects -Deleting Records -Email Notifications -Reports and Dashboards |