2-0120 - OpenText Records Management

Duration: 3 days

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 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.

Highlights:

• 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

On completion of this course, participants should be able to:

• 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

Delivery Options:

• Instructor-led
  • Public: See scheduled public classes below
  • Private: Email Us for information on how you can arrange a private class.
• On Demand
  • Register for this option here: 2-0120 OpenText Records Management On Demand

Audience

• Business Analyst, Records Manager

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