D.2. System governance with Metrici Advisor
The objective of the session is to learn how to use Metrici Advisor to carry out assessments, analysis and criterion maintenance.
The session is used during initiation.
The session is intended for the system governance manager and their team, and as a general training session for anyone that uses Metrici Advisor.
The session requires access to Metrici Advisor and sign ins for training purposes.
The “hands-on” items involve some introductory presentation, an exercise using Metrici Advisor, then a recap.
Introduction
Learning objective: understand the purpose of the session.
Method: presentation explaining that this is a hands-on session to learn how to use Metrici Advisor.
Recap system governance
Learning objective: recall or gain an overview of system governance.
Method: presentation on system governance as a management framework, with criteria, assessments and analysis.
Sign on
Learning objective: how to sign on to Metrici Advisor.
Method: hands-on sign on to Metrici Advisor.
Navigation
Learning objective: how to navigate the application.
Method: hands-on navigation to explorer, help, back to main menu, administration, exit.
Meta model
Learning objective: understand asset groups, assets, criteria groups, criteria and responses.
Method: presentation.
Explorer
Learning objective: use explorer to navigate assets and assessments.
Method: hands-on use of explorer.
Create and amend assessments
Learning objective: create, amend and delete assessments.
Method: hands-on new asset, enter textual responses and grades, modify assessments, delete asset.
Simple reports
Learning objective: run reports.
Method: hands-on run response summary report, browse results.
Assessment requirements
Learning objective: understand importance of answering question, understand verification and validation.
Method: presentation on good and bad answers, verification and validation. Exercise on validating assessments.
Permissions
Learning objective: permit others access to all or part of an assessment.
Method: hands-on grant of asset permissions.
Analysis reports
Learning objective: interpret an analysis report.
Method: hands-on run analysis report. Present a walk-through of results.
Criterion definition
Learning objective: understand criterion definition.
Method: presentation on criterion definition.
View criterion
Learning objective: view criterion definition.
Method: hands-on navigation of criterion screens and view criterion definition.
Create and amend criteria
Learning objective: create and amend criteria.
Method: hands-on create and amend criteria.
Templates
Learning objective: understand templates.
Method: hands-on create a template, using new criteria, create an assessment using it, run report.
Criterion permissions
Learning objective: permit others to use criteria. Understand different permission types.
Method: hands-on criterion permissions.
Impact analysis
Learning objective: understand how impact analysis protects data.
Method: hands-on modification of criterion definition, see impact analysis.
Summary
Learning objective: summarise what has been learnt.
Method: present summary. Hand out summary how-to sheet.