Course Overview
This course provides the core information you need to manage your organization’s records. It is designed for Records Managers who need a thorough understanding of the core Content Server Records Management (RM) features. It begins with discussing the discipline of RM and continues with an introduction to OpenText Records Management software. To make sure the appropriate people of your organization have access to a specific area of Records Management, the roles of Records Managers Groups and Records Officers will be defined and configured. Based on a File Plan and implementation scenario, this course will step you through populating Code tables, Record Series Identifiers (RSIs) and RSI Schedules.
After creating RM Classifications and applying them to existing records, the course will continue with making records Official and/or Confidential, and finalizing them. When the records are ready to be transitioned from one stage in their lifecycle to the next, Disposition Searches can be initiated manually or scheduled. After reviewing the Disposition Review process and assigning the reviewers, the records are ready to be dispositioned. The course will step you through placing Holds on items, configuring Functional Access for the specified users and Records Managers/Officers, and adding RM Metadata Facets and columns to display the RM information in the interface. This course ends with detailing the RM functions in the Smart UI.
Prerequisites
● 1-0184 Managing Documents in Content Server or equivalent experience
● A base knowledge of the Records Management discipline, in particular understanding File Classification structures and Retention schedules
● Knowledge of the ways your organization manages or will manage records
Audience Profile
Business Analyst, Records Manager
Learning Objectives
● Control records throughout their lifecycle stages
● Create Records Management Codes
● Create a set of RM Classifications (File Plan) for your content
● Create and modify retention schedules to apply lifecycle management to your content
● Utilize the roles and privileges of Records Managers
● Configure Records Management defaults and administration settings
● Create Disposition Searches
● Perform a Disposition Review
● Disposition records
● Create Hold Types and Holds
● Add RM Metadata Facets and columns
● View and edit the RM properties using Smart UI
● Add a folder and document assigning RM metadata using the Smart UI
● Finalize an item using the Smart UI
● Display and remove direct hold metadata using the Smart UI
Content Outline
Control records throughout their lifecycle stages
Define the Records Management configuration options, including Records Managers and Records Officers
Create Records Management Codes
Use Record Series Identifiers (RSI) and RSI Schedules
Perform Disposition Searches, Disposition Reviews, and Disposition Records
FAQs
A: To attend the training session, learners should have operational Desktops or Laptops with the needed specifications and a decent internet connection to access labs.
A: We would always suggest you attend the live session to practice & clarify the doubts instantly & get more value from your investment. However, due to some contingency, if you have to skip the class, Radiant Techlearning will help you with the recorded session of that specific day. However, those recorded sessions are meant only for personal consumption & NOT for distribution or commercial use.
A: Radiant Techlearning has a data center with a Virtual Training environment for the learners.
Participants can easily access these labs over Cloud with the help of a remote desktop connection.
Radiant virtual labs allow you to learn from anywhere, globally, and in any time zone.
A: The individuals will be enthralled as we engage them in real-world & industry Oriented projects during the training program. These projects will enhance your skills and knowledge & you will gain a better experience. These real-time projects will assist you a lot in your future tasks & assignments.
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A: Radiant Telelearning has a large pool of in-house certified trainers & consultants with solid backgrounds and working experience in the technology.
Radiant Telelearning offers more than 800+ courses & for each course, Radiant has identified ideal-in-class instructors.
Radiant has highly intensive selection criteria for Technology Trainers & Consultants who provide you with training programs. Our trainers & consultants undergo a rigorous technical & behavioral interview & assessment process before they are boarded in our company.
Our Technology experts/trainers & consultants carry a deep-dive understanding of the technical subject & are certified by the OEM. Our faculty will deliver you the knowledge of each course from the basic level in an easy way & you are free to ask your doubts any time from your respective faculty.
Our trainers have the patience & ability to explain complex concepts in a simplistic way with depth & width of knowledge.
A: Radiant believes in a practical & creative approach to training & development, distinguishing it from other training & development platforms. Moreover, training courses are undertaken by experts with a wide range of experience in their domain.