SMAX310 – SMAX 2021.x Essentials for Tenant Administrators

Lesson 1: Course Overview

• Introduce the course overview, agenda, and logistics
• List the available SMAX courses
• Launch the Digital Learning course
• Access the lab environment

Lesson 2: Records Management – Studio Capability

• Explain the administrative operations
• Navigate to the studio area
• Explore the different studio features
• Explain different types of fields and form
• Configure fields and forms
• Manage processes and business rules of a particular record type
• Explain email notifications
• Brand the notifications as required

Lesson 3: Additional Studio Capabilities

• Understand governance approvals
• Build an approval definition
• Manage to import data of different record types
• Manage to export data from different record types
• Understand about localization
• Export a record type data, translate the required values into a language of your choice
• Import the translations
• Configure custom actions
• Manage Service Level target settings
• Create custom applications and record type
• Explain the different types of list
• Create a list

Lesson 4: Service Portal Administration

• Access the service portal settings area.
• Understand how to configure service portal theme settings
• Explain category tiles
• Customize the service portal
• Understand service portal feature settings

Lesson 5: Applications settings, smart analytics settings customization, and routing definitions

• Navigate the application settings area
• Explain the different default application settings available
• Navigate the Smart Analytics settings area
• Customize smart ticket and smart search
• Understand routing definitions

Lesson 6: User Management

• Access the People area
• Administer people records
• Understand the difference between users and contacts
• Explain the different types of groups
• Manage user groups
• Explore the different roles and permission settings available
• Configure roles and permissions
• Understand the relationship between people and roles
• Manage locations
• Organize categories and sub-categories

Lesson 7: Data Security Management

• Manage entitlement rules
• Explain the encryption domains

Lesson 8: Package Management

• Access the package manager for configuration data synchronization
• Export configuration data
• Simulate an import
• View and analyze imported sample data
• Explain how to debug issues