Implementation basics for Fusion Manage administration
This course will teach you how to start setting up a Fusion Manage tenant, including how to configure the tenant using system configuration tools and how to set up roles, groups, and user accounts. You will then learn how to configure new and existing workspaces and workflows. Finally, you will learn how to import existing data into Fusion Manage, then define standard reports and create advanced print views for outputting the data.
Course overview
This course will teach you how to start setting up a Fusion Manage tenant, including how to configure the tenant using system configuration tools and how to set up roles, groups, and user accounts. You will then learn how to configure new and existing workspaces and workflows. Finally, you will learn how to import existing data into Fusion Manage, then define standard reports and create advanced print views for outputting the data.
After completing this course, you should be able to:
- Configure a Fusion Manage tenant using system configuration tools and set up roles, groups, and users
- Configure workspaces and define workflows in Fusion Manage
- Import existing data into Fusion Manage, define standard reports, and create advanced print views
Before you start
- Please make sure you have access to a Fusion Manage tenant.
- If you have technical difficulties, please reach out to product support.
About the Author
This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.
Course outline
Initial tenant setup and user access to Fusion Manage
This module will teach you how to set up a Fusion Manage tenant for the first time, including providing users access to Fusion Manage. You will learn how to configure the tenant using system configuration tools and how to set up roles, groups, and user accounts.
Module outline
This module will teach you how to set up a Fusion Manage tenant for the first time, including providing users access to Fusion Manage. You will learn how to configure the tenant using system configuration tools and how to set up roles, groups, and user accounts.
This module takes approximately 30 minutes to complete. By the end of the module, you should be able to:
- Review Fusion Manage terminology
- Configure the tenant using Logo Manager, General Settings, and Main Menu Designer
- Identify relationships between users, groups, roles, permissions, and workspaces
- Create a role and assign permissions
- Create a group to facilitate granting user permissions
- Create user accounts and assign them to groups
Before you start
- Please make sure you have access to a Fusion Manage tenant.
- If you have technical difficulties, please reach out to product support.
About the Author
This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.
Configure workspaces and define workflows in Fusion Manage
This content teaches you how to set up workspaces and workflows in Fusion Manage. Learn how to configure new and existing workspaces in Fusion Manage. You will also learn about the tools available for defining workflows.
Module outline
This module teaches you how to set up workspaces and workflows in Fusion Manage. Learn how to configure new and existing workspaces in Fusion Manage. You will also learn about the tools available for defining workflows.
This content takes approximately 40 minutes to complete. By the end, you should be able to:
- Review the out-of-the-box Fusion Manage workspaces.
- Create a new workspace.
- Clone an existing workspace.
- Adjust details pages of workspaces.
- Define a workspace’s workflow using the Workflow Editor.
Before you start
- Please make sure you have access to a Fusion Manage tenant.
- If you have technical difficulties, please reach out to product support.
About the Author
This content was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.
Import data and define standard reports and advanced print views
Learn how to import existing data into Fusion Manage. You will also learn how to define standard reports and create advanced print views for viewing the data in Fusion Manage outputs.
Module outline
Learn how to import existing data into Fusion Manage. You will also learn how to define standard reports and create advanced print views for viewing the data in Fusion Manage outputs.
This module takes approximately 25 minutes to complete. By the end of the module, you should be able to:
- Import existing data from another system, such as an enterprise resource planning (ERP) system or another product lifecycle management (PLM) system
- Create reports by editing or cloning existing standard reports or creating new reports
- Create advanced print views
Before you start
- Please make sure you have access to a Fusion Manage tenant.
- If you have technical difficulties, please reach out to product support.
About the Author
This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.
