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Rozumím

Kód školení: CM110

Content Manager 9.4 Advanced User Training V(ILT)

This one-day, user-level course addresses all the core functionality and features of Content Manager. This includes searching for, creating, and maintaining records. Other components, such as Reports, Activities and Actions, s, User Labels, Dropzone, and User Options are also discussed.

Obsah školení

Module 1: Course Overview
 Identify the contents and objectives of the course
 Define the class schedule and class logistics
 Identify the related courses
 Discuss the lab environment details
Module 2: ECM and Purpose of Content Manager
This module enables you to identify the purpose and benefits of
Content Manager.
 Explain the concept of Enterprise Content Management
 Describe the differences between records and documents
 Describe the Three Zone Approach to records and information
 Explain the difference between records management and
document management
 Substantiate how Content Manager helps a corporation comply with retention and other rules
Module 3: Overview of the Content Manager Interfaces
This module helps you get familiar with the Content Manager Interface.
 Navigate the full Content Manager desktop interface
 Navigate the Content Manager Desktop client
 Navigate the Content Manager Web Client
 Navigate the Content Manager WebDrawer
Module 4: Search Functionality in Content Manager
This module enables you to use the Search functionality
 Use various full search methods and options
 Create simple and advanced searches
 Refine the search result, count search results, and save searches
 Use the Boolean, multi-field, and string-based search editors
 Use Content Search
Module 5: Creating Records
This module enables you to use the create records in Content Manager
 Create metadata-only and electronic document records
 Use the registration form
 Work with offline records
 Use searching knowledge (when applicable)
Module 6: Working with Records
This module helps you to use records in Content Manager
 Explain the Document Properties Dialog
 Describe the Records Shortcut Menu (Record Right Click options)
 View a Document Record
 Use Saved Searches
 Create User Notes
 Describe Offline RecordsM
Module 7: Editing Records (Document Management)
This module enables you to edit records in Content Manager
 Edit electronic documents through Content Manager and their
native applications
 Summarize the differences between View, Check Out, and Edit
 Articulate the differences between record revisions and record
versions
 Finalize a document
Module 8: Working with
Document Queues
This module helps you to define and use document queues.
 Define document queues
 Create and use a document queue within Content Manager
 Describe automatic queue processing
 Summarize the practical applications for document queues
Module 9: Content Manager Integration with MS Outlook
This module gives you an overview of the features of the Content
Manager integration with MS Outlook
 Integrate Microsoft (MS) outlook Integration
 Use various methods to register an item into Content Manager
from MS Outlook (Check-In Style and by selecting record type)
 Perform Check-In Style Email Clean-Up Option
 Use Send Email From Content Manager
Module 10: Working with Alerts and User Labels
This module helps you use alerts and user labels more efficiently.
 Define alerts
 Summarize the uses for alerts
 Create and configure alerts
 Define user labels and their usage
 Create and apply user labels and leveling
 Create a To Do item
 Complete a To Do task
Module 11: UserCustomization
This module describes the user customization and enables you to work
with the features.
 Customize Content Manager options
 Create Dropzone view
 Customize Quick Access toolbar
 Customize the ribbon
Module 12: Web Client This module enables you to work with the Web Client.
 Explain the working with Web Client
 Identify Quick Search History and Scrolling Save searches
 Describe the Tabs in Interface
 Identify the Document Type Icons Change
 Explain the Search in Web Client
 Describe the Saved Search
 Create and navigate records
 View and edit records
 Use the reporting features
 Identify the Hierarchical View of Folders
 Explain the Record Property Settings
 Identify the Metadata (Field) Validation
 Identify the Improved Selection of Jurisdiction
 Identify the Improved Selection of Lookup Sets
 Describe the Web-based Editing of Office Documents
 Explain the Revision Support for Viewed, Promoted, and Deleted

Předpokládané znalosti

To be successful in this course, you should have the following prerequisites or knowledge:

  • Knowledge of Records management principles and internal business processes
  • Basic knowledge of and comfort working with software; including simple keyboard and mouse skills, as well as knowledge of MS Office and other Windows-based programs

Cena školení

20.800,- Kč bez DPH
25.168,- Kč s DPH

Termíny školení

Momentálně nejsou vypsané žádné termíny kurzu. Napište nám o termín.

Virtuální kurz

Datum Jazyk kurzu Délka kurzu
17. května 2021 Angličtina 1 den Registrovat

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