The OpenText Records Management training course provides the core information, you will need to manage the 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 what RM is and continues with an introduction to OpenText Records Management. 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 easily.
By attending OpenText Records Management workshop, delegates will learn to:
- 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
- Attend a training on Managing Documents in Opentext Content Server or equivalent practical experience
- A base knowledge of the Records Management discipline, in particular understanding File Classification structures and Retention schedules
- Knowledge of the ways organization manages or will manage records
This OpenText Records Management class is suitable for Records Managers, Business Consultants, and Administrators