Role Academy

Admin Academy

Configure the app, manage users and roles, and govern the data model. This path has 5 courses. Complete each course's lessons and quiz, then mark it complete in the app.

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Your progress

Course 1 · System setup & configuration

1

Understand the app's structure

Tables, categories, custom pages, and the operating model.

2

Create company and facility records

Entities that anchor all financial and operational records.

3

Set up the chart of accounts and periods

Ledger structure and open/close posting windows.

Exercise

  1. Open the Entities table and create your company entity.
  2. Add a warehouse record for your primary facility.
  3. Confirm the Chart of Accounts has accounts for inventory, COGS, AR, and AP.
Course 1 quiz2 questions
Which record acts as the anchor for financial and operational records?
What controls when entries can be posted?

Completion criteria

Course 2 · Users, roles & permissions

1

Understand the role model

Admin, Manager, View Only, and the functional roles.

2

Assign roles to users

Match roles to job functions so users see only what they need.

3

Govern access

Keep sensitive ITAR/DFARS data limited to approved roles.

Exercise

  1. Open the Roles screen and list the roles.
  2. Confirm each team member maps to exactly one functional role.
  3. Verify View Only is reserved for auditors and leadership.
Course 2 quiz2 questions
Which role should a shop floor operator have?
For ITAR-controlled data, you should:

Completion criteria

Course 3 · Data model governance

1

Understand the core tables

Foundation, MRP, O2C, P2P, inventory, finance.

2

Maintain reference data

Currencies, tax codes, cost centers, warehouses.

3

Keep compliance fields complete

ITAR, DFARS, AS9100 flags and traceability.

Exercise

  1. Open the Data Model reference and walk the core tables.
  2. Verify reference data (currencies, tax codes) is complete.
  3. Spot-check products for compliance flags.
Course 3 quiz2 questions
Which table holds on-hand stock by warehouse?
Where does every inventory movement get recorded?

Completion criteria

Course 4 · Workflows & automation oversight

1

Understand the 23 automations

Which workflows are active and what they do.

2

Monitor executions

Read execution logs and spot failures.

3

Activate or deactivate workflows

Turn on scheduled/postings workflows as needed.

Exercise

  1. Open the Workflows reference and list the active ones.
  2. Open a workflow in the app and read its recent executions.
  3. Identify one inactive workflow and decide if it should be on.
Course 4 quiz2 questions
WO-3 Complete Work Order is triggered by:
Where do you diagnose a failed workflow?

Completion criteria

Course 5 · Compliance & audit readiness

1

Understand AS9100, ITAR, DFARS, FAR

The compliance framework the app supports.

2

Maintain traceability

Certifications, lots, country of origin.

3

Prepare for an audit

What an auditor expects to see in the records.

Exercise

  1. Open the Glossary and confirm you know each compliance term.
  2. Pick one product and verify its compliance fields and any certification.
  3. Trace one unit from inventory to a shipment via the stock ledger.
Course 5 quiz2 questions
Which standard is the aerospace quality management system?
ITAR primarily controls:

Completion criteria

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Academy completeOnce all five courses are marked complete, you're ready to administer the app. Next: review the operating procedures.