Security Management

Lesson Plan - March 31, 2023 version

By the end of the Security Management course, le client will be able to set up maestro* so as to limit a user's accesses to the information they need only, to ensure the confidentiality and security of sensitive data.

 

Unit SEC01 - Analysis of Needs

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Targeted Audience

At the end of the course, the user will know what the Security Management option offers in maestro*. With the implementation specialist, the user will be able to analyse conditions put in place and give users access, or not, to different option and/or actions.

OPTIONAL PREREQUISITES

  • Project Management
  • Employee Management
  • Document Management
  • Analysis
  • Discussion on applying global vs. local security
  • Decision making

0.5h

Pilot

Unit SEC02 - Configurations

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By the end of this lesson, the client and designated users will be able to make the necessary configurations to manage security and optimal accesses, according to needs, in maestro*.

  • Security Management
  • Explanations and completion of the different tabs and user groups in the Security Management option, according to the clients needs and requisites.

HOMEWORK

  • Create the different users*

*The Security Management option will be modified, verified and improved throughout the whole implementation process.

2.5h
  • Training document SEC02

Pilot and/or Super Users

Unit SEC03 - Operations

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Unit SEC04 - Operational Training on Project Creation and Analysis

Optional Session - Training of the client's employees with the implementation specialist

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Unit SEC05 - Analysis and Inquiry

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Unit SEC06 - Forms

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Unit SEC07 - Tests and Verifications

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Please note that security management in maestro* is in constant evolution. It will be necessary to validate the security parameters throughout the whole implementation process and the training of the different modules. Modifications are likely to be made.

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Unit SEC08 - Conclusion

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