Half-Day, Hands-On Sessions
Hands-On sessions are offered in half-day segments from Tuesday to Thursday. If you have beginner experience in Origami Risk are looking to graduate from novice to specialist, these sessions are for you!
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For the days and times of each session, please access the Elevate Mobile app view the session schedule and build your agenda. 


Hands-On sessions are fast-paced and focused, so it's important to make sure you’re signing up for the correct session based on your level of experience.

All sessions include multiple hands-on exercises and are based on real use cases. Beginner sessions are for users who are new to each topic. Advanced sessions require preliminary knowledge and familiarity with the topic. If you’re unsure which to choose, reach out to us for guidance. 


RMIS Hands-On Sessions 
Beginner Views and Reporting
This session is for users of our RMIS solution who are new to views and reporting in Origami Risk. It’s also a great choice if you’re already familiar with these topics but want to brush up on the basics. We'll cover concepts & terminology; building, saving & exporting a view; a Reports module overview that includes popular templates; building, saving & exporting a report; and interactive options. 


Advanced Reporting
This session is for users of our RMIS solution looking to dive deeper into reporting in Origami Risk. We'll cover how to build reports on your own, the differences between creating a custom ad-hoc report and a custom template, and the steps for building both types. 


Beginner Forms and User Management
This session is for users of our RMIS solution who are new to forms and user management in Origami Risk. We'll cover designing custom forms, adding custom fields, configuring code tables & dependencies, user management, and basic user security. 


Advanced Form Configuration
Description coming soon


Dashboard Basics
This session is for users of our RMIS solution who are either beginners or looking to brush up on the essentials. We'll cover dashboard navigation, provide an overview of standard widgets, work with editing existing widgets, and introduce advanced searches and views. We'll also spend time looking into territory and location dashboards as well as exporting, scheduling, and distribution. 


Advanced Dashboards
This session is for users of our RMIS solution who are already familiar with dashboards and are looking to learn more about advanced features, tips, and tricks. We’ll cover lesser-known standard widgets in Origami Risk, custom widget basics, building custom widgets, configuring global filters, and more. 


Administrative Workflow Configuration
This session is designed specifically for System Administrator users of our RMIS solution. We'll cover templates (including email, note, task, and mail merge templates), custom data validations, custom alerts, data entry events & notification triggers, and how to check for bounced emails. 


Advanced Form Configuration
Description coming soon



Environment, Health & Safety (EHS) Hands-On Sessions 
Building and Configuring Safety Audits
This session is for users of our Environment, Health & Safety (EHS) solution suite who are using the Audits and Inspections modules. We'll cover how to build custom safety audits and inspection forms from scratch, as well as how to tailor existing forms to better suit your requirements. We’ll also spend time on topics such as question types, toggling, scoring, moving an audit to mobile, and leveraging corrective actions. By the end of the session, you’ll have the knowledge and skills to design and implement safety audits and inspections that help you gather the information needed to prevent incidents and injuries. 


Automated Workflows and Notifications
Description coming soon



Governance, Risk & Compliance (GRC) Hands-On Session 
Dashboards and Reporting
This session is for users of our Governance, Risk & Compliance (GRC) solutions. In it, we’ll walk through and facilitate examples of Enterprise Risk Management (ERM) and Vendor Risk Management (VRM) dashboards and reporting. 



Healthcare Hands-On Session
Ad Hoc Reporting for Patient Safety
This session is for healthcare users of our Patient Safety solutions. We'll dive deep into how to analyze your data and create custom reports. 



P&C Claims and Policy Administration Hands-On Sessions
Claims and Policy: Beginner Views and Reporting
This session is for users new to views and reporting in Origami Risk. It’s also a great choice if you’re already familiar with these topics but want to brush up on the basics. In addition to a Reports module overview, we'll cover the following topics: reporting concepts and terminology; building, saving, and exporting a view; creating a new report, and interactive options. Attendees will also get an overview of standard templates that also highlights popular templates. This session is tailored to Claims and Policy Administration and includes hands-on exercises using real use cases. 


Claims: Advanced Reporting
This session is for users of our P&C Claims Solutions looking to take a deeper dive into reporting in Origami. We will cover: how to build reports on your own, the difference between building a custom ad-hoc report and a custom template, how to build a custom ad-hoc report, and how to build a custom report template. 


Policy: Advanced Reporting
This session is for users of our P&C Policy solution looking to dive deeper into reporting in Origami Risk. We'll cover how to build reports on your own, the differences between creating a custom ad-hoc report and a custom template, and the steps for building both types. 


Claims and Policy: Dashboard Basics
This session is for users of our P&C Claims and Policy solutions for both beginners and anyone looking to brush up on the essentials. We will cover: dashboard navigation, an overview of standard widgets, editing existing widgets, advanced searches and views, exporting, scheduling, and distributing dashboards


Claims and Policy: Advanced Dashboards
This session is for users of our P&C Claims and Policy solutions who are already familiar with dashboards and are looking to learn more about advanced features, tips, and tricks. We’ll cover lesser-known standard widgets in Origami Risk, custom widget basics, building custom widgets, configuring global filters, and more. 


Claims and Policy: Beginner Forms and User Management
.This session is for users of our P&C Claims and Policy solutions who are new to forms and user management in Origami Risk. We’ll cover the basics needed to get started such as adding custom fields, configuring code tables and dependencies, custom forms, user management, and basic user security. 


Claims and Policy: Advanced Form Configuration
This session is for users of our P&C Claims and Policy solutions who are already familiar with form configuration and want to learn more. We'll cover form snippets, HTML, and advanced form attributes such as formulas, toggles and IFs, and grid panels. During the session, we’ll also spend time showing you new form features including change history and previewing forms. 


Claims: Administrative Workflow Configuration Part 1
This session is for users of our P&C Claims solution looking to best meet the ever-changing needs of their user base. We’ll cover custom alerts and announcements, templates, custom data validations, DEEs and triggers. We'll also spend time on topics such as privacy access and financial limit groups, editable form grids, smarty streets, GIS mapping, and sensitive fields. 


Claims: Administrative Workflow Configuration Part 2
This session for users of our P&C Claims solution looking to best meet the ever-changing needs of their user base is a continuation of part 1. We’ll pick up where we left off with coverage of custom alerts and announcements, templates, custom data validations, DEEs and triggers. We'll also spend time on topics such as privacy access and financial limit groups, editable form grids, plus smarty streets, GIS mapping and sensitive fields. 


Policy: Administrative Workflow Configuration Part 1
Description coming soon


Policy: Administrative Workflow Configuration Part 2
Description coming soon