Fenergo End User Enablement Series

This video series provides a structured walkthrough of the core capabilities required to work effectively in Fenergo. It covers navigation, dashboards, search, journey initiation, ownership controls, data management, document handling, and entity verification. Together, these modules are designed to build operational confidence, strengthen data integrity, and support consistent regulatory compliance across the client lifecycle. Whether initiating onboarding, maintaining records, or managing workload, each video focuses on practical actions that improve accuracy, accountability, and efficiency within the platform.

1. Core Navigation & Personal Productivity​

This module provides a practical introduction to working effectively within Fenergo’s core user interface. It covers logging into your tenant environment, navigating confidently using breadcrumb controls, and understanding contextual orientation across accounts, journeys, and tasks. You will learn how to use dashboards to filter, prioritise, and manage workload through SLA-driven views and saved filters. The module also explains how to search for entities using both basic and advanced criteria to ensure accuracy. Finally, it outlines how to configure personal profile settings and use comments and @mentions to support clear, auditable collaboration within the platform.

Logging In and Navigating Your Fenergo Tenant​

This introductory video guides users through logging into their tenant-specific Fenergo environment and understanding core interface navigation. It explains user permissions, tenant isolation, and how to use breadcrumb navigation to maintain context while moving between accounts, journeys, and tasks, ensuring confident and efficient platform use.

Using Dashboards to Prioritise Work​

This video explains how Fenergo dashboards provide a consolidated view of tasks and journeys assigned to your team. It covers SLA-based sorting, real-time filtering by key attributes, and saved views that persist user preferences. Viewers learn how to prioritise effectively, manage urgency, and create repeatable, risk-aware workflows.

Searching for Entities in Fenergo​

This video demonstrates how to locate entities efficiently using Fenergo’s basic and advanced search capabilities. It covers real-time name searches, multi-criteria filtering, and precision techniques to reduce errors. Viewers learn when to use quick search versus advanced filters to ensure accurate identification, even in large or complex datasets.

Managing Your Profile and Notifications​

This video explains how to configure personal profile settings in Fenergo to align with your working style. It covers managing notification triggers, selecting alert channels, and adjusting usability preferences. Viewers learn how to reduce noise, stay informed about critical events, and optimise responsiveness without impacting system-wide configuration.

Collaborating with Comments and @Mentions​

This video demonstrates how to use comments and @mentions within Journeys and Entity profiles to support clear, contextual collaboration. It covers threaded replies, targeted notifications, and best-practice communication techniques. Viewers learn how in-platform discussions strengthen audit trails, reduce email reliance, and improve review efficiency.

2. Journey Initiation & Ownership​

This section focuses on controlling the full lifecycle of client journeys from initiation through active management. It covers launching structured onboarding via the New Request process, triggering maintenance and related journeys from the entity profile, and managing accountability through ownership reassignment and escalation. You will also learn how to update journey statuses to reflect real business context and responsibly reopen completed tasks while understanding their downstream operational and compliance impacts.

Initiating Onboarding with New Request​

This video explains how to start a structured onboarding journey using the New Request process in Fenergo. It covers capturing key entity details, triggering the correct journey through business rules, and performing duplicate checks before creation. Viewers learn how standardised initiation reduces rework, prevents data gaps, and supports consistent regulatory compliance from the outset.

Launching Maintenance and Related Journeys​

This video explains how to initiate maintenance and follow-on journeys directly from an entity profile in Fenergo. It covers launching periodic reviews, data updates, and related onboarding flows without duplicating entities. Viewers learn how to manage scheduled reviews, maintain accurate records, and support ongoing regulatory compliance throughout the client lifecycle.

Managing Journey and Task Ownership​

This video explains how to manage ownership of journeys and tasks in Fenergo to maintain accountability and workflow continuity. It covers viewing current ownership, reassigning tasks to users or teams, and changing journey owners when responsibilities shift. Viewers learn how controlled reassignment supports workload balancing, escalation, and uninterrupted lifecycle progression.

Updating Journey Status​

This video explains how to amend a Journey’s status directly from the Journey page in Fenergo. It covers locating the Set Journey State field, selecting a new status, and confirming the update (subject to appropriate permissions). Viewers learn how status changes reflect business progress and maintain accurate lifecycle tracking.

Reopening Completed Tasks​

This video explains how to reopen previously completed tasks within a journey and outlines the operational and regulatory implications of doing so. It covers navigating to the relevant journey, confirming the reopen action, and reviewing downstream impacts such as triggered tasks, approvals, or stage changes. Viewers learn how controlled reopening supports accuracy, transparency, and auditability.

3. Entity Data & Document Management​

This section focuses on maintaining high-quality, compliant entity records throughout the client lifecycle. It covers capturing and updating entity data in line with validation rules and the underlying data model, managing one-to-many data structures, and maintaining accurate related information. You will also learn how to upload, categorise, and reuse documents efficiently, and understand the governance distinction between draft and verified data to preserve auditability and regulatory integrity.

Capturing and Maintaining Entity Data​

This video explains how to enter and maintain entity data in alignment with Fenergo’s validation rules and underlying data model. It covers completing mandatory fields, resolving validation errors, and updating existing information responsibly. Viewers learn how disciplined data management supports workflow integrity, accurate risk assessment, and consistent regulatory compliance.

Uploading and Managing Documents​

This video explains how to upload, categorise, and maintain documents within a journey or task in Fenergo. It covers selecting correct document types, validating metadata such as status and expiry, and linking documents to requirements. Viewers also learn how to reuse existing documents to reduce duplication, improve consistency, and support efficient, compliant processing.

Managing One-to-Many Entity Data​

This video explains how to capture and maintain one-to-many data structures within an entity profile, such as addresses, contacts, related parties, and products. It covers adding new records, completing mandatory fields, and applying validation rules at record level. Viewers learn how to update information responsibly while preserving data integrity and historical accuracy.

Understanding Draft and Verified Data​

This video explains the distinction between draft and verified entity data in Fenergo and why that separation is critical for compliance. It covers how updates are captured as draft data, reviewed and approved, and then promoted to verified status. Viewers learn how controlled verification preserves data integrity, auditability, and regulatory confidence.