Content Manager Online Training

Information Proficiency offers a range of courses that have been developed with our customers in mind based on years of experience in the information management industry.

We have recently extended our range of courses to include online training. These courses are delivered by an instructor in a virtual classroom, allowing you to access training from anywhere around the globe using your desktop.

All courses use the latest version of Content Manager (other versions available), and can be accessed from anywhere with an internet connection. Our courses currently include:

For more information or to register, please contact us on 08 6230 2213 or email training@infoproficiency.com.au

At Information Proficiency we are happy to help – if our online schedule does not meet your needs, or you are considering customised training, contact us today!

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Content Manager for Administrators

Objective

Our online training modules will prepare you with the knowledge and skills to configure a dataset and provide you with an overview of how each configuration option works.

The course will guide you through a logical sequence to configure a new dataset or refine an existing dataset.

This course will give participants an understanding of how to optimise and configure Content Manager to better support their organisational processes and requirements.

Intended Audience:

  • Administration users of Content Manager
  • Power users with administration rights in Content Manager
  • Staff who need a refresher on administration tools

Date:

27-30 November 2017. See dates and times for each module below.

Duration:

  • Each module will take 2 – 3 hours

Price:

  • Per module, see below

Version:

  • Content Manager 9.1

Prerequisites:

  • Experience in using Content Manager / Records Manager
  • Knowledge of internal business processes
  • Internet access

Training Modules & Course Content

The Administration Course has been split into modules, which can undertaken in sequence or individually as needed. Prices listed are per module.


 

Module 1 - Security and Users

November 27, 8am - 11am WST (GMT + 8) (3 hours) $300

  • Protection of information. Creation, maintenance and deletion of security levels and caveats
  • Location security linkages with access controls
  • Hierarchical structure, establishing user types and setting up organisations, positions and people.


 

Module 2 - Retention schedules; Classification and Thesaurus

November 28, 8am - 10am WST (GMT + 8) (2 hours) $200

  • Understanding and setting up elements of retention schedules including the archive and destroy triggers and the purpose of the retention holds
  • Purpose of classification schemes and creating classification top level with parent child relationships
  • Examining the difference between classification titling and thesaurus titling
  • Creating top terms and related terms.


 

Module 3 - Record types; Additional Fields and Lookup Sets; and Automated Part Rules

November 28, 11am - 1pm WST (GMT + 8) (2 hours) $200

  • Creating user defined fields to capture additional information
  • Available record type formats
  • Creating record types and designing data entry forms
  • Establishing automated part rules for the creation of new records.


 

Module 4 - Action tracking, Reports & Statistics, Alerts and User Labels

November 29, 8am - 10am WST (GMT + 8) (2 hours) $200

  • Understanding action tracking to trace the flow of records and tasks
  • Creating actions and procedures
  • Designing report layouts
  • Understanding statistic reports
  • Understanding alert behaviour
  • Creating, modifying, suspending and removing alerts.


 

Module 5 - CM System Options, Global Settings & Customisation

November 29, 11am - 1pm WST (GMT + 8) (2 hours) $200

  • Understanding the system options and behaviours to configure Content Manager to suit your organisation
  • Setting up and implementing global settings for your organisation.


 

Module 6 - Searching

November 30, 8am - 10am WST (GMT + 8) (2 hours) $200

  • Exploring and understanding the different search methods: Simple, Boolean, string, content, parameter
  • Perform simple search functions and navigate between files and documents
  • Perform advanced (Boolean) searches (and/or/not and brackets)
  • Sorting / filtering options, preview and print searches
  • Use of the multiple field search form
  • Creating saved searches for the individual and the group.


 

Module 7 - Emails, Check in Styles and Document queues

November 30, 11am - 1pm WST (GMT + 8) (2 hours) $200

  • Understanding Content Manager tab within Outlook
  • Creating email templates
  • Exploring check In styles behaviour
  • Understanding and creating document queues.

 

For more information or to register, please contact us on 08 6230 2213 or email training@infoproficiency.com.au

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Content Manager for End Users

Objective

Learn how to efficiently use the end user features in Content Manager to get your work done.

Intended Audience:

  • New users of Content Manager
  • Staff in remote or regional areas who cannot attend face-to-face training
  • Staff members who need a refresher on good practice Records Management

Date:

04 December 2017, 8am - 12pm WST (GMT + 8)

Duration:

  •  ½ Day

Price:

  • $350 + GST

Version:

  • Content Manager 9.1

Course Content:

  • Introduction to Records Management Principles and Practices
  • Navigating around Content Manager
  • Customising the desktop and image panes to suit your requirements
  • Creating records and locations
  • Creating, saving and editing documents
  • Saving emails and using linked folders
  • Searching for records and information

Prerequisites:

  • Internet access

For more information or to register, please contact us on 08 6230 2213 or email training@infoproficiency.com.au

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Archiving in Content Manager

Objective

Learn how to undertake archiving processes within Content Manager using the archive functions.

Intended Audience:

  • Users of Content Manager/Records Manager responsible for archiving records.

Date:

05 December 2017, 8am - 12pm WST (GMT + 8)

Duration:

  •  ½ Day

Price:

  • $350 + GST

Version:

  • Content Manager 9.1

Course Content:

  • Apply records disposal schedules
  • Find records due for archiving
  • Utilise advanced archiving features
  • Dispose of records
  • Create archive boxes and consignment lists
  • Search for archived or destroyed records.

Prerequisites:

  • Internet access
  • Reasonable ability to navigate around Content Manager / Records Manager effectively

For more information or to register, please contact us on 08 6230 2213 or email training@infoproficiency.com.au