AI Notes:
Agenda Overview: The agenda for the session was outlined, which includes adding internal contacts, gems approvals, gems validations, and gems attestations. The training will be conducted using a sample training account. 3:13
Adding Internal Contacts: The importance of internal contacts in the data validation process was explained, along with a demonstration of how to add internal contacts and create groups responsible for approvals, validations, and attestations. 4:26
Bulk Adding Internal Contacts: The Internal Contacts Wizard was shown to bulk add internal contacts to multiple entities, making the process more efficient. 10:12
Approval Workflows: Approval workflows in gems were discussed, including how to create and modify them, and how to attach internal contacts to these workflows. 24:15
Managing Approvals: Approvers can manage their approvals from the home screen, including viewing, approving, and rejecting change requests. 19:42
Creating Approval Workflows: The process of creating a new approval workflow was walked through, including selecting the sections to apply approvals on and designating supporting documentation requirements. 26:06
Setting Up Verifications: The setup of verifications was explained, including designating internal contacts as verifiers and using the manage verifications panel. 38:36
Managing Verifications: Verifiers can manage their verifications from the home screen, including reviewing and marking information as ready or rejecting it if there are outstanding change requests. 43:04
Creating Verifications: The process of creating a new verification was walked through, including selecting entities, setting dates and reminders, and designating updaters and verifiers. 45:50
Setting Up Attestations: The setup of attestations, which involve checking procedures and policies, was explained and demonstrated using the manage attestations panel. 52:38
Managing Attestations: Attesters can manage their attestations from the home screen, including viewing documents, rejecting, or attesting to the information. 52:56
Creating Attestations: The process of creating a new attestation was walked through, including attaching documents, selecting entities, and setting dates and reminders. 54:42