Governance Services: Managing the File Plan

Governance Services: Managing the File Plan

This course will provide you with an introduction to managing the File Plan in Alfresco Governance Services.

Not currently available

About this course

Overview

This course will provide you with an introduction to managing the File Plan in Alfresco Governance Services.

You will learn how to manage categories and folders in the File Plan as well as how to automate the File Plan so that common records management tasks can be performed automatically.

What Will I Learn?

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

  • Manage Record Categories
    • View Record Categories
    • Edit Record Categories
    • Delete Record Categories
  • Manage Record Folders
    • View Record Folders
    • Complete Retention Schedule Events
    • Edit Record Folders and Retention Dates
    • Close Record Folders
    • Delete Record Folders
  • Automate the File Plan
    • Create and Edit Rules
    • Create AutoComplete Rules

Target Audience

This course is targeted at the following roles:

  • Administrators
  • Records Managers

Time Required: ~30 minutes

Difficulty: Intermediate

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 22, 2020.

Prerequisite Knowledge

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

Prerequisite Courses

The following courses should be completed before taking this course:

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
  • Managing Record Categories
  • Overview
  • Viewing Record Categories
  • Editing Record Categories
  • Deleting Record Categories
  • Managing Record Folders
  • Overview
  • Viewing Record Folders
  • Completing Folder Events
  • Editing Record Folders
  • Closing Record Folders
  • Deleting Record Folders
  • Automating the File Plan
  • Overview
  • Automating Rules
  • Automate Filing with AutoComplete
  • Summary
  • Review
  • References
  • Next Steps
  • Course Survey

About this course

Overview

This course will provide you with an introduction to managing the File Plan in Alfresco Governance Services.

You will learn how to manage categories and folders in the File Plan as well as how to automate the File Plan so that common records management tasks can be performed automatically.

What Will I Learn?

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

  • Manage Record Categories
    • View Record Categories
    • Edit Record Categories
    • Delete Record Categories
  • Manage Record Folders
    • View Record Folders
    • Complete Retention Schedule Events
    • Edit Record Folders and Retention Dates
    • Close Record Folders
    • Delete Record Folders
  • Automate the File Plan
    • Create and Edit Rules
    • Create AutoComplete Rules

Target Audience

This course is targeted at the following roles:

  • Administrators
  • Records Managers

Time Required: ~30 minutes

Difficulty: Intermediate

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 22, 2020.

Prerequisite Knowledge

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

Prerequisite Courses

The following courses should be completed before taking this course:

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
  • Managing Record Categories
  • Overview
  • Viewing Record Categories
  • Editing Record Categories
  • Deleting Record Categories
  • Managing Record Folders
  • Overview
  • Viewing Record Folders
  • Completing Folder Events
  • Editing Record Folders
  • Closing Record Folders
  • Deleting Record Folders
  • Automating the File Plan
  • Overview
  • Automating Rules
  • Automate Filing with AutoComplete
  • Summary
  • Review
  • References
  • Next Steps
  • Course Survey