Records Management for Administrators Training Course
Course Summary
This course covers Alfresco Records Management from the perspective of Records Managers and Systems Administrators. This will enable you to manage your organization’s records through their complete lifecycle as well as understanding how to setup file plans and security. You will gain an understanding of the best practices applicable to the use of the Alfresco Records Management module.
Duration
2 days.
Objectives
At the end of this course you will:
- Understand the concepts behind records management
- Be able to create a file plan
- Know how to map business retention requirements into disposal schedules
- Be able to setup a security regime to meet your security policy
- Know how to setup vital records and references
- Understand auditing and be able to control records throughout their lifecycle including; creation, use, retention, transfer and final disposition
Prerequisites
Delegates are expected to have a good knowledge of using a web browser and office applications.
Delegates must have a good knowledge of how their organization will manage their records. It is highly desirable that delegates have a basic familiarization with the discipline of records management, such as classification structures and retention schedules.
Setup Requirements
In order to run the virtual machine your laptop needs to have some spare capacity. The machine requirements are:
Windows
- Standard x86-compatible or x86-64-compatible processor with a minimum of two cores. 733MHz or faster CPU minimum.
- Minimum 2GB of RAM (4GB RAM recommended).
- 1.7GB free disk space for VMware Player installation and at least 8GB for the Alfresco virtual machine
Macintosh
- Minimum 2GB of RAM (4GB RAM recommended)
- 700MB free disk space for VMware Fusion and at least 8GB for the Alfresco virtual machine
- Mac OS X 10.5.8 or later; Mac OS X 10.6 or later
Outline
Introduction to Records Management
- What is Records Management
- How does it differ from Document Management
- Records Management for Compliance
- Setting up Alfresco Records Management
Setting Up a File Plan
- What is a File Plan
- Example File Plans
- Series, Categories and Folders
- User defined metadata
- Creating a File Plan
Filing Records
- Filing and declaring records
- Record types
- Record metadata
Users and Security
- Security overview
- Capabilities Roles
- Security inheritance in the File Plan
- Supplementary Markings
Disposition Schedules
- What is a Disposition Schedule
- Disposition steps
- Cutoff, retain, transfer and destruction
- Creating Disposition Schedules
Filing Emails and Physical Records
- Filing emails
- Email splitting for attachments
- Filing physical records
Vital Records and References
- What are Vital Records
- Setting up vital records for review
- Creating and managing references
- Using references for disposition actions
Auditing
- What is auditing
- What the audit contains and where it lives
- Administrative functions for auditing
- Viewing and searching the audit
Training Schedule
| Location | May 2012 | Jun 2012 | Jul 2012 | Aug 2012 |
|---|---|---|---|---|
|
Jun 5 - Jun 6
|
Course Testimonials
This is the perfect class for the beginning Alfresco Records Administrator.
Carlos is an excellent trainer and holds great command on the concepts of Records Management Concepts. Good to be on course delivered by him on this subject.
The class provides an excellent overview of Alfresco's records management capabilty.
Great course to learn the basics about Records Management as a discipline and how Alfresco RM addresses those areas.
Carlos Miguens is a great teacher and obviously a master in the subject of Records Management. And a great guy also!
