Course Overview
This course provides the core information you need to manage your organization’s physical records. It is designed for Records Managers who need a thorough understanding of the OpenText Physical Objects module features.
It begins with setting up the location and custodian site codes. Next, you will create the physical item types since the creation of physical items are based on them. As the physical objects are processed, you will be creating the facilities, areas, locaters and generating labels needed for the long term storage. Once the storage facilities have been established, you are now ready to transfer items to storage facilities. You will learn how to search for and request the records, and then process them. There are several reports which will give valuable information throughout the process. Last, you will use a few of the basic PO functions available from the Smart View Interface.
Prerequisites
● 1-0184 Managing Documents in Content Server or equivalent experience
● 2-0120 OpenText Records Management
● 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
● Set up the locations and custodian sites
● Configure physical item types and physical items
● Create and configure the storage facilities
● Use transfers to track shipping of records to and from storage facilities
● Search for and request physical records
● Process requests for physical items
● Configure physical object defaults and administration settings
● Create accessions
● Run PO reports
● Use the available functions from the Smart UI
Content Outline
Create location codes and custodian sites
Configure physical item types
Add physical items and assign items to boxes
Configure the system options for physical objects
Processing requests for physical objects and transferring to/from storage facilities
Process the requests for physical objects
Run the various physical objects reports
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.
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Participants can easily access these labs over Cloud with the help of a remote desktop connection.
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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.