Topic: Getting started with Waltz

• Identifying use cases
• What data do you need ?
  • Common entities: Applications, Actors, End User Apps, Org Structure, People, Taxonomies
  • Typical sources
  • Manual creation
  • Synchronization strategies

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Topic: Dataflows

• Datatypes
• Logical vs Physical vs Specs
• Classification Rules
• Assessments and 'rippling'

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Topic: Taxonomies

• Mapping applications to taxonomies
  • Rating Schemes
  • Commission/Decommission dates
  • Allocations
• Relationships between taxonomy items
• Admin support
• Assessments and 'rippling'
• Use case examples

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Topic: Assessments

• Single vs Multi Valued
• Rating Schemes vs Assessments
• Use case examples

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Topic: Reporting

• Setting up grids
  • Derived columns
  • Filter groups
• Writing custom extractors
• Assessment rippling
• Use case examples

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Topic: Surveys

• Survey templates vs runs vs instances
• Template creation
  • Question Predicates
  • Copying between environments
• Issuance
• Tracking / Reporting
• Automation
• Use case examples

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Topic: Development

• Key architectural elements
• Common idioms
• Database changes
• UI development
• Unit/Integration tests

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James McLeod / NatWest 😬

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Summary

Next meeting we will discuss:

• Changes since 1.23 with particular emphasis on:
  • Surveys
  • Assessments
  • Groups
  • Report Grids w/ group creation

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