Governance Services: Filing & Declaring Records

Governance Services: Filing & Declaring Records

This course will provide you with an introduction to filing and declaring records in Alfresco Governance Services.

Not currently available

About this course

Overview

This course will provide you with an introduction to filing and declaring records in Alfresco Governance Services. You will gain an understanding of the core functionality available for creating records in your organization.

What Will I Learn?

At the end of this course you will be able to:

  • File a Record
    • Electronic Records
    • Non-electronic Records
    • Unfiled Records
  • Edit Record Metadata
  • Add Record Metadata
  • Complete a Record
  • Manage Easy Access Records from Collaboration Sites
    • File as Record
    • Declare as Record
    • Declare Version as Record
    • Configure Auto-Declare Options
    • Move Records
    • Hide Records
    • Reject Records

Target Audience

This course is targeted at the following roles:

  • Records Managers
  • End Users

Time Required: ~30 minutes

Difficulty: Foundation

Applicability: This course is applicable from Alfresco Governance Services v3.0 to Alfresco Governance Services v3.3. It was written using Alfresco Governance Services v3.3 and was last modified on April 16, 2020.

Prerequisite Knowledge

This course presumes that the student is competent with the following tools, technologies and concepts:

Prerequisite Resources

There are no prerequisite resources for this course; however, you may wish to follow along in your own environment to further explore the available functionality.

The most suitable environment would be:

Copyright

Alfresco offers you a wide range of content, communication tools, forums, and information about its products and services ("Materials") via this website. Alfresco either owns the intellectual property rights in the Materials on this website or has obtained the permission of the owner of the intellectual property to make it available on this website. You may, view, print and/or download one copy of the Materials from this web site on any single computer solely for your personal, informational, non-commercial use, provided you keep intact all copyright and other proprietary notices. No Materials published by Alfresco on this web site, in whole or in part, may be copied, reproduced, modified, republished, uploaded, posted, transmitted, or distributed in any form or by any means without prior written permission from Alfresco. The use of any such Materials on any other website or networked computer environment or for any other purpose is strictly prohibited and such unauthorized use may violate copyright, trademark and other similar laws. If you believe that your work has been copied in a way that constitutes copyright infringement, please follow our Notice and Procedure for Making Claims of Copyright Infringement.

Disclaimer

Alfresco assumes no responsibility for accuracy, correctness, timeliness, or content of the Materials provided on this website. You should not assume that the Materials on this website are continuously updated or otherwise contain current information. Alfresco is not responsible for supplying content or materials from the website that have expired or have been removed. THE MATERIALS PROVIDED AT THIS WEBSITE ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. YOUR USE OF THIS WEBSITE IS AT YOUR OWN RISK. ALFRESCO DISCLAIMS ALL WARRANTIES (EXPRESS OR IMPLIED), CONDITION OR OTHER TERM OF ANY KIND, INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTIBILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT OR TITLE. ANY MATERIAL DOWNLOADED OR OBTAINED THROUGH THE USE OF THIS WEBSITE IS DONE AT YOUR OWN RISK AND YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OF ANY MATERIAL.

Curriculum30 Minutes

  • Introduction
  • Objectives
  • Prerequisites
  • Alfresco Governance Services
  • Overview
  • Filing Records (Records Management Site)
  • Filing Electronic Records
  • Filing Non-Electronic Records
  • Filing Unfiled Records
  • Editing Metadata
  • Adding Metadata (DoD 5015.2 Only)
  • Completing Records
  • Easy Access Records (Collaboration Sites)
  • Overview
  • File as Record
  • Declare as Record
  • Declare Version as Record
  • Auto-Declare Options
  • Moving Records
  • Hiding Records
  • Rejecting Records
  • Summary
  • Review
  • References
  • Next Steps
  • Course Survey

About this course

Overview

This course will provide you with an introduction to filing and declaring records in Alfresco Governance Services. You will gain an understanding of the core functionality available for creating records in your organization.

What Will I Learn?

At the end of this course you will be able to:

  • File a Record
    • Electronic Records
    • Non-electronic Records
    • Unfiled Records
  • Edit Record Metadata
  • Add Record Metadata
  • Complete a Record
  • Manage Easy Access Records from Collaboration Sites
    • File as Record
    • Declare as Record
    • Declare Version as Record
    • Configure Auto-Declare Options
    • Move Records
    • Hide Records
    • Reject Records

Target Audience

This course is targeted at the following roles:

  • Records Managers
  • End Users

Time Required: ~30 minutes

Difficulty: Foundation

Applicability: This course is applicable from Alfresco Governance Services v3.0 to Alfresco Governance Services v3.3. It was written using Alfresco Governance Services v3.3 and was last modified on April 16, 2020.

Prerequisite Knowledge

This course presumes that the student is competent with the following tools, technologies and concepts:

Prerequisite Resources

There are no prerequisite resources for this course; however, you may wish to follow along in your own environment to further explore the available functionality.

The most suitable environment would be:

Copyright

Alfresco offers you a wide range of content, communication tools, forums, and information about its products and services ("Materials") via this website. Alfresco either owns the intellectual property rights in the Materials on this website or has obtained the permission of the owner of the intellectual property to make it available on this website. You may, view, print and/or download one copy of the Materials from this web site on any single computer solely for your personal, informational, non-commercial use, provided you keep intact all copyright and other proprietary notices. No Materials published by Alfresco on this web site, in whole or in part, may be copied, reproduced, modified, republished, uploaded, posted, transmitted, or distributed in any form or by any means without prior written permission from Alfresco. The use of any such Materials on any other website or networked computer environment or for any other purpose is strictly prohibited and such unauthorized use may violate copyright, trademark and other similar laws. If you believe that your work has been copied in a way that constitutes copyright infringement, please follow our Notice and Procedure for Making Claims of Copyright Infringement.

Disclaimer

Alfresco assumes no responsibility for accuracy, correctness, timeliness, or content of the Materials provided on this website. You should not assume that the Materials on this website are continuously updated or otherwise contain current information. Alfresco is not responsible for supplying content or materials from the website that have expired or have been removed. THE MATERIALS PROVIDED AT THIS WEBSITE ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. YOUR USE OF THIS WEBSITE IS AT YOUR OWN RISK. ALFRESCO DISCLAIMS ALL WARRANTIES (EXPRESS OR IMPLIED), CONDITION OR OTHER TERM OF ANY KIND, INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTIBILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT OR TITLE. ANY MATERIAL DOWNLOADED OR OBTAINED THROUGH THE USE OF THIS WEBSITE IS DONE AT YOUR OWN RISK AND YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OF ANY MATERIAL.

Curriculum30 Minutes

  • Introduction
  • Objectives
  • Prerequisites
  • Alfresco Governance Services
  • Overview
  • Filing Records (Records Management Site)
  • Filing Electronic Records
  • Filing Non-Electronic Records
  • Filing Unfiled Records
  • Editing Metadata
  • Adding Metadata (DoD 5015.2 Only)
  • Completing Records
  • Easy Access Records (Collaboration Sites)
  • Overview
  • File as Record
  • Declare as Record
  • Declare Version as Record
  • Auto-Declare Options
  • Moving Records
  • Hiding Records
  • Rejecting Records
  • Summary
  • Review
  • References
  • Next Steps
  • Course Survey