Lesson plan

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.

Back to the course

Product: Moraph Apps and the Work API
Level: Practitioner
For: Administrators
Total time: 2 hr 36 min
Lessons: 14 in 3 modules
Assessments: 4

Course objectives

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

Before the course

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

Module 1: Setting up the workspace (40 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
The product administrator's job	Reading 9 min	Describe what a product administrator can do that a user or viewer can't Tell apart what is managed in a product's Settings and what is managed in the Moraph Portal Explain why every Settings change needs care before you save it	Reading
Record types and fields	Reading 11 min	Decide when a new record type is justified and choose a lasting reference prefix Add fields of the right type with keys that will stay stable Change, archive and restore fields without losing data or breaking integrations	Reading
Workflow stages and allowed moves	Reading 12 min	Design a set of stages with the right category for each Use the Allowed moves grid to make the workflow follow your procedure Archive a stage safely and predict the effect of workflow changes on integrations	Reading
Module 1 knowledge check	Assessment 8 min	Check your understanding of product roles, record types, fields, stages and allowed moves	5 questions · pass mark 70% · unlimited attempts

Module 2: Access and accountability (54 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Roles, permissions and separation of duties	Reading 12 min	Explain the three layers of access in a Moraph product Apply least privilege when choosing product roles and business roles Identify combinations of access that break separation of duties, and fix them	Reading
Running an access review	Reading 10 min	Gather the information an access review needs from Settings, the Moraph Portal and the product Run a review with the people who can confirm each person's need for access Remove unneeded access through the right people and keep a record for auditors	Reading
Activity and the audit trail	Reading 9 min	Use a product's Activity to find who changed what and when Trace a change made through the Work API back to its key Know what Activity doesn't show, and where to look instead	Reading
Practical: review a product's access on paper	Practical exercise 15 min	Apply least privilege and separation of duties to a realistic list of people and keys Decide who must act on each finding, and in what order	Practical exercise with a checklist
Module 2 knowledge check	Assessment 8 min	Check your understanding of roles, separation of duties, access reviews and Activity	5 questions · pass mark 70% · unlimited attempts

Module 3: Change, data and go-live (1 hr 2 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Managing Work API keys	Reading 11 min	Create a Work API key with the minimum scopes and a sensible expiry Rotate a key without interrupting an integration, and revoke one that is exposed Explain what ties a key to its owner and how to avoid unplanned revocation	Reading
Reports, exports and shared views	Reading 10 min	Choose between a shared view, a product report and the Work API for a reporting need Share views that help teams without exposing more than intended Handle exports and scheduled reports as data leaving the product	Reading
Change control and go-live readiness	Reading 13 min	Take a configuration change from request to verification with a record of each step Tell apart changes you make in Settings and changes Moraph makes on your behalf Judge whether a product is ready to go live, using a readiness checklist	Reading
Module 3 knowledge check	Assessment 8 min	Check your understanding of Work API keys, reporting, exports, change control and go-live readiness	5 questions · pass mark 70% · unlimited attempts
Final assessment	Assessment 20 min	Show that you can administer a Moraph product workspace safely, from configuration to go-live	12 of 18 questions · pass mark 80% · 3 attempts

Completing the course

Every lesson must be completed: reading lessons are marked complete by the learner, exercises when every checklist item is confirmed, and assessments only when passed. Completing the course issues a certificate of completion with a verification code.