Course Overview
RM is a powerful records management solution that transforms the eDOCS DM product into a fully functional Records Management solution, creating an organized, secure environment that manages the complete lifecycle of all physical and electronic corporate knowledge assets--from creation to ultimate disposition.
This three-day session, targeted at the DM Administrator/Records Manager, will cover the RM architecture, the User Interfaces (DM/RM Webtop, DM/RM Extensions, and InfoCenter), configuration, and the administration of the RM product family including the File Plan configuration. We will build a File Plan, and plan and create the Records Retention/Disposition Rules. These rules build on the Events which use Cutoff/Rollover, Storage and Disposal Actions. Relationships in the File Plan, Sections and Locations will be created to help enhance your File Plan. There are several reports available to extract the RM information.
Prerequisites
● Understanding of Records Management Principles
● 1-1104 Using eDOCS DM or one year of field experience highly desirable.
● Understanding of DM Administration is helpful but not required.
Audience Profile
Business Analyst
Learning Objectives
● Describe the RM architecture
● Create and classify documents and records
● Search and retrieve documents, records, or files
● Manage paper information
● Configure Management Studio or Library Maintenance for RM permissions for records managers and users
● Create the File Plan using the RM Administration Tool
● Describe the RM functional, File and Term Security
● Define RM Events, Actions, and Locations
● Plan the Records Retention/Disposition rules
● Plan the Disposal Authorities
● Set preferences and restrictions
● Describe Import/Export features
● Use Report capabilities
Content Outline
Build a File Plan
Define RM Events and various Actions
Process the files and records based on the Retention/Disposition Rules
Run Reports
FAQs
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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.
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