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Moraph Apps and the Work API

Administering Moraph software products

Set up and look after a Moraph product workspace safely, from record types, stages and roles to access reviews, Work API keys, change control and go-live.

Practitioner2 hr 36 min14 lessonsFor AdministratorsCertificate of completion

Lesson plan (printable)

About this course

Every Moraph software product your organization uses has a workspace in Moraph Apps, and someone has to look after it: decide what records look like and how they move, make sure the right people have the right access, keep integration keys under control and change things without surprising anyone. This course is for the product administrators who do that work, and for the organization administrators and compliance staff who work alongside them.

The course covers the administration that is the same in every Moraph product. Each product also has its own settings, record types and roles, described in its documentation at docs.moraph.com, so the examples here use fictional data and you should check the details for your product before you act on them.

What you’ll be able to do

  • Configure record types, fields, workflow stages and allowed moves without breaking references or integrations
  • Explain how organization access, product roles and product-specific roles fit together
  • Apply separation of duties to approvals, configuration and integration keys
  • Run a product access review and keep a record of it
  • Use Activity and the audit trail to answer who changed what and when
  • Create, scope, rotate and revoke Work API keys and handle reports and exports responsibly
  • Plan configuration changes and judge whether a product is ready to go live

Skills you’ll gain

  • Workspace configuration
  • Role-based access and separation of duties
  • Access reviews
  • Audit and activity review
  • Work API key management
  • Change control and go-live readiness

Before you start

  • The Product administrator role on at least one Moraph product in Moraph Apps, or the prospect of getting it
  • Familiarity with records, tasks, stages and views in Moraph Apps
  • Access to your organization's change and access policies, so you can compare them with what the course describes
  • Recommended first: Moraph foundations: technology for high-stakes work
  • Recommended first: Using Moraph Apps day to day

Syllabus

3 modules · 9 readings · 1 practical exercise · 4 assessments

  1. Module 1Setting up the workspace

    1. Reading: The product administrator's jobReading · 9 min
    2. Reading: Record types and fieldsReading · 11 min
    3. Reading: Workflow stages and allowed movesReading · 12 min
    4. Assessment: Module 1 knowledge checkAssessment · 8 min

  2. Module 2Access and accountability

    1. Reading: Roles, permissions and separation of dutiesReading · 12 min
    2. Reading: Running an access reviewReading · 10 min
    3. Reading: Activity and the audit trailReading · 9 min
    4. Practical exercise: Practical: review a product's access on paperPractical exercise · 15 min
    5. Assessment: Module 2 knowledge checkAssessment · 8 min

  3. Module 3Change, data and go-live

    1. Reading: Managing Work API keysReading · 11 min
    2. Reading: Reports, exports and shared viewsReading · 10 min
    3. Reading: Change control and go-live readinessReading · 13 min
    4. Assessment: Module 3 knowledge checkAssessment · 8 min
    5. Assessment: Final assessmentAssessment · 20 min

What completion gives you

Complete every lesson and pass each assessment to complete the course. You then get a completion record in My learning, and a certificate of completion you can print or share, with a code anyone can check at academy.moraph.com/verify.

Completion is not certification

Course completion records and certificates of completion show that a person completed a Moraph Academy course. They are not a Moraph certification (which needs the certification exam), a professional license or an accreditation, and they do not authorize anyone to configure, operate, resell or support Moraph products on Moraph’s or anyone else’s behalf.

Course updates

  • Version 1 · · First version.