OpenText Records Management (RM)

Understanding and Configuring Recods Management

• Module 1: Introduction to Records Management
  • What Is Records Management?
  • The Records Lifecycle
  • Why Digital Recordkeeping Matters
  • Regulatory Frameworks & Compliance Standards
    • Federal Records Act · DoD 5015.02 · ISO 15489 · GDPR · MoReq
• Module 2: OpenText RM Platform Overview
  • What Is OpenText Records Management?
  • Core Capabilities
    • Auto-Classification · Retention Scheduling · Legal Holds · Disposition · Auditing
  • Content Suite Architecture & Navigation
  • User Roles and Permissions
    • Records Officer · Records Administrator · End User
  • Enterprise Application Integrations
    • SAP · Salesforce · Microsoft 365 · Email Archiving
  • Supporting Products & Compliance Certifications
    • DoD 5015.02 v3 · ISO 16175 · MoReq · Section 508
• Module 3: RM Administration Setup
  • Enabling Records Management
  • Configuring RM Administration Settings
  • Managing Record Ownership & Custodian Roles
  • Configuring Managed Objects
  • Enabling Notifications & Scheduling Disposition Agents
• Module 4: Classifications, RSI Schedules & Retention
  • The Classification Hierarchy & File Plan Design
  • RSI Schedules and Retention Codes
    • Event-Based Retention · Date-Based Retention · Disposition Actions
  • Auto-Classification Methods
    • Assign at Creation · Managed Folder Rules · Workflow · API · Bulk Assignment · Content Intelligence
  • Batch Update RM Classification Metadata
• Module 5: Managing Records — User Workflows
  • Declaring a Record
    • Four Declaration Methods · Records Detail Tab · Retention Clock
  • Record Status Icons in Browse View
  • Browsing and Searching Records
    • Collections · Cross-References · Multi-Select Operations
  • Vital Records
    • Essential vs. Non-Essential · Storage Medium Tracking
  • Final Release
• Module 6: Holds, Dispositions & Legal Compliance
  • Understanding Legal Holds
    • User Hold vs. Search-Enabled Hold
  • Search-Enabled Holds and Automated Preservation
  • Disposition — Records End-of-Life Management
    • Destroy · Transfer · Archive · Destruction Certificate
  • Under-Disposition Control & Conflict Resolution
  • Scheduling Disposition Activities
• Module 7: Security, Auditing & Confidentiality
  • Security Clearance Framework
    • Hierarchical Clearance Model · Transparency Prevention
  • Official Marks & Supplemental Confidentiality Markings
  • Audit Reports & System Monitoring
    • OTRMReports · Filter by User / Action / Date
• Module 8: Reports, Dashboards & Smart View
  • Records Management Reports (OTRMReports)
    • Standard Reports
    • Role-Based Perspectives
      • Records Officer · Compliance · Executive
    • Information Governance Dashboards
• Case Study
  • City of Riverdale

Course Instructor

LearnECM Author