Lesson plan

Working with Moraph managed platforms

Understand how a Moraph managed platform engagement works, from the split of responsibilities and the configuration baseline to change requests, incidents, service reviews, licensing and exit.

Back to the course

Product: Moraph Portal
Level: Practitioner
For: Administrators, Implementation partners
Total time: 2 hr 24 min
Lessons: 12 in 3 modules
Assessments: 4

Course objectives

Explain what Moraph, the platform vendor and your organization each own in a managed platform service
Read a responsibilities table and use it to decide who acts on a request, an incident or a decision
Prepare your organization for onboarding and approve a configuration baseline with confidence
Raise, approve and check change requests and exceptions through the agreed change process
Handle incidents and vendor outages, including what Moraph escalates to the vendor and what stays with you
Get value from the monthly service review and plan for licensing changes and the end of the service

Before the course

You are, or will be, a named contact, approver or administrator for a Moraph managed platform service
Your account belongs to your organization in the Moraph Portal, so you can raise tickets at every severity
You have completed Moraph foundations or know how Moraph Support severities work

Module 1: How a managed platform engagement works (30 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Three parties, one service	Reading 10 min	Describe what the vendor, Moraph and your organization each do in a managed platform service Explain why Moraph does not make policy decisions or accept risk for you Recognize the three ways a managed platform service can be set up	Reading
Reading a responsibilities table	Reading 12 min	Find the row in a responsibilities table that answers a question about who acts Compare how responsibilities differ between managed platforms Use the table to route a request, an incident or a decision to the right party	Reading
Module 1 knowledge check	Assessment 8 min	Check that you can tell what Moraph, the vendor and your organization each own Apply a responsibilities table to realistic situations	5 questions · pass mark 70% · unlimited attempts

Module 2: Onboarding and the configuration baseline (32 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Onboarding a managed platform	Reading 12 min	Prepare the people, access and information Moraph needs at kickoff Follow the common onboarding stages from discovery to handover Explain what changes when Moraph takes over a platform you already license	Reading
Configuration baselines and exceptions	Reading 12 min	Explain what a configuration baseline contains and why it is approved in writing Review a proposed baseline and spot items that need a decision Record and manage an exception with an owner, reason, compensating control and review date	Reading
Module 2 knowledge check	Assessment 8 min	Check that you can prepare for onboarding and judge what a baseline needs Apply the rules for exceptions to realistic cases	5 questions · pass mark 70% · unlimited attempts

Module 3: Running the service day to day (1 hr 22 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Change requests and approvals	Reading 12 min	Raise a change request that Moraph can act on without a round of questions Explain the role of the named approver and why unapproved changes wait Handle platform updates and emergency actions within the agreed change process	Reading
Incidents and vendor escalation	Reading 14 min	Choose a severity for a managed platform problem from its impact Decide whether a problem belongs to Moraph, the vendor or your own teams Explain how Moraph escalates platform problems to the vendor and what you do during a vendor outage	Reading
Service reviews, licensing and exit	Reading 13 min	Prepare for and take part in a monthly service review Keep licences aligned with what you use, under the vendor's terms Plan an orderly exit, knowing what Moraph hands over and what the contract and vendor terms decide	Reading
Practical: route a week of service events	Practical exercise 15 min	Use a responsibilities table to decide who acts on each event in a managed service Choose the right route, severity and approver for requests, incidents and decisions	Practical exercise with a checklist
Module 3 knowledge check	Assessment 8 min	Check that you can route changes and incidents correctly in a managed service Apply what you know about service reviews, licensing and exit	5 questions · pass mark 70% · unlimited attempts
Final assessment	Assessment 20 min	Show that you can apply the shared responsibility model across Moraph managed platforms Make sound judgments about baselines, changes, incidents, service reviews, licensing and exit	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.