CMUFMFOpenTextMF-CMUF1.0<p>On completion of this course, you should be able to:</p> <ul> <li>Describe the ECM and the purpose of Content Manager.</li><li>Provide an overview the Content Manager interfaces.</li><li>Use the Search functionality in Content Manager.</li><li>Create records within Content Manager.</li><li>Work with records within Content Manager.</li><li>Edit records and perform document management within Content Manager.</li><li>Work with document queues.</li><li>Provide an overview the Content Manager-MS Outlook integration.</li><li>Use alerts and user labels.</li><li>Explore user customization.</li><li>Work with Office 365 Integration</li><li>Work with the Web client.</li></ul><p>To be successful in this course, you should have the following prerequisite skills or knowledge:</p> <ul> <li>Knowledge of records management principles and internal business processes.</li><li>Basic knowledge of and comfort working with software; including simple keyboard and mouse skills, as well as knowledge of Microsoft Office and other Windows-based programs.</li><li>While there will be some technical discussion throughout the course, a strong technical aptitude or background is not required.</li></ul><p>The audience includes, but is not limited to: Content Managers, Records Coordinators, senior business staff, power users, Inquiry Users, and/or core project team members.</p><ul> <li>Module 1: Course Overview</li><li>Module 2: ECM and Purpose of Content Manager</li><li>Module 3: Overview of the Content Manager Interfaces</li><li>Module 4: Search Functionality in Content Manager</li><li>Module 5: Creating Records</li><li>Module 6: Working with Records in Content Manager</li><li>Module 7: Editing Records (Document Management)</li><li>Module 8: Working with Document Queues</li><li>Module 9: Content Manager Integration with Microsoft Outlook</li><li>Module 10: Working with Alerts, User Labels, and Records</li><li>Module 11: Customizing User Options in Content Manager</li><li>Module 12: Working with Content Manager Web Client</li></ul><h5>Module 1: Course Overview</h5><ul> <li>Identify the course objectives.</li><li>View the course schedule and logistics.</li><li>View eBooks in different ways.</li><li>Access lab instructions.</li></ul><h5>Module 2: ECM and Purpose of Content Manager</h5><ul> <li>Explain the concept of Enterprise Content Management (ECM).</li><li>Describe the differences between records and documents.</li><li>Describe the Three Zone Approach to records and information.</li><li>Explain the difference between records management and document management.</li><li>Substantiate how Content Manager (CM) helps a corporation comply with retention and other rules.</li></ul><h5>Module 3: Overview of the Content Manager Interfaces</h5><ul> <li>Navigate the full Content Manager (CM) desktop interface.</li><li>Navigate the CM Desktop Client.</li><li>Navigate the CM Web Client.</li><li>Navigate the CM WebDrawer.</li></ul><h5>Module 4: Search Functionality in Content Manager</h5><ul> <li>Use various full search methods and options.</li><li>Create simple and advanced searches.</li><li>Refine the search result, count search results, and save searches.</li><li>Use the Boolean, multi-field, and string-based Search Editors.</li><li>Use Content Search.</li></ul><h5>Module 5: Creating Records</h5><ul> <li>Create metadata-only and electronic document records.</li><li>Use the registration form.</li><li>Work with offline records.</li><li>Search for records.</li></ul><h5>Module 6: Working with Records in Content Manager</h5><ul> <li>Create metadata-only and electronic document records.</li><li>Use the registration form.</li><li>Work with offline records.</li><li>Search for records.</li></ul><h5>Module 7: Editing Records (Document Management)</h5><ul> <li>Edit electronic documents through Content Manager (CM) and their native applications.</li><li>Summarize the differences between View, Check Out, and Edit.</li><li>Articulate the differences between record revisions and record versions.</li></ul><h5>Module 8: Working with Document Queues</h5><ul> <li>Define document queues.</li><li>Create and use a document queue within Content Manager (CM).</li><li>Describe automatic queue processing.</li><li>Summarize the practical applications for document queues.</li></ul><h5>Module 9: Content Manager Integration with Microsoft Outlook</h5><ul> <li>Review the interface of the Content Manager integration with Microsoft (MS) Outlook.</li><li>Check email into Content Manager from Outlook .</li><li>Associate check-in styles with linked folders.</li><li>Choose the appropriate cleanup option for emails.</li><li>Send email and attachments from Content Manager using the Outlook email form or the CM email form.</li></ul><h5>Module 10: Working with Alerts, User Labels, and Records</h5><ul> <li>Define alerts.</li><li>Summarize the uses for alerts.</li><li>Create and configure alerts.</li><li>Define user labels and their usage.</li><li>Create and apply user labels and leveling.</li><li>Create a To Do item.</li><li>Complete a To Do task.</li><li>Generate Web pages.</li><li>Generate a Print Merge report.</li><li>Generate a Record Statistics report.</li></ul><h5>Module 11: Customizing User Options in Content Manager</h5><ul> <li>Customize the Content Manager options.</li><li>Create a Dropzone view.</li><li>Customize the Quick Access toolbar.</li><li>Customize the ribbon.</li></ul><h5>Module 12: Working with Content Manager Web Client</h5><ul> <li>Perform Searches and Navigate Records</li><li>Get familiar with the Web Client interface, its menu, tabs, and panes.</li><li>Identify the document type icons change.</li><li>Perform a Quick Search history and scroll the search history.</li><li>Perform a Form Search and an Advanced Search using the Web Client</li><li>View search results in a Grid View.</li><li>Save a search.</li><li>Navigate the structure of a record.</li><li>Create, view, and edit records.</li><li>Work with Office 365 Integration</li><li>Generate Reports and Edit Settings</li><li>Create a report.</li><li>Customize the Record Property settings.</li><li>Define and use Metadata (Field) validation.</li><li>Check out Web-based Microsoft Office documents to OneDrive, edit them, and check them back into</li><li>Content Manager..</li><li>View, promote, and delete revisions.</li></ul>On completion of this course, you should be able to: - Describe the ECM and the purpose of Content Manager. - Provide an overview the Content Manager interfaces. - Use the Search functionality in Content Manager. - Create records within Content Manager. - Work with records within Content Manager. - Edit records and perform document management within Content Manager. - Work with document queues. - Provide an overview the Content Manager-MS Outlook integration. - Use alerts and user labels. - Explore user customization. - Work with Office 365 Integration - Work with the Web client.To be successful in this course, you should have the following prerequisite skills 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 Microsoft Office and other Windows-based programs. - While there will be some technical discussion throughout the course, a strong technical aptitude or background is not required.The audience includes, but is not limited to: Content Managers, Records Coordinators, senior business staff, power users, Inquiry Users, and/or core project team members.- Module 1: Course Overview - Module 2: ECM and Purpose of Content Manager - Module 3: Overview of the Content Manager Interfaces - Module 4: Search Functionality in Content Manager - Module 5: Creating Records - Module 6: Working with Records in Content Manager - Module 7: Editing Records (Document Management) - Module 8: Working with Document Queues - Module 9: Content Manager Integration with Microsoft Outlook - Module 10: Working with Alerts, User Labels, and Records - Module 11: Customizing User Options in Content Manager - Module 12: Working with Content Manager Web ClientModule 1: Course Overview - Identify the course objectives. - View the course schedule and logistics. - View eBooks in different ways. - Access lab instructions. Module 2: ECM and Purpose of Content Manager - Explain the concept of Enterprise Content Management (ECM). - 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 (CM) helps a corporation comply with retention and other rules. Module 3: Overview of the Content Manager Interfaces - Navigate the full Content Manager (CM) desktop interface. - Navigate the CM Desktop Client. - Navigate the CM Web Client. - Navigate the CM WebDrawer. Module 4: Search Functionality in Content Manager - 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 - Create metadata-only and electronic document records. - Use the registration form. - Work with offline records. - Search for records. Module 6: Working with Records in Content Manager - Create metadata-only and electronic document records. - Use the registration form. - Work with offline records. - Search for records. Module 7: Editing Records (Document Management) - Edit electronic documents through Content Manager (CM) and their native applications. - Summarize the differences between View, Check Out, and Edit. - Articulate the differences between record revisions and record versions. Module 8: Working with Document Queues - Define document queues. - Create and use a document queue within Content Manager (CM). - Describe automatic queue processing. - Summarize the practical applications for document queues. Module 9: Content Manager Integration with Microsoft Outlook - Review the interface of the Content Manager integration with Microsoft (MS) Outlook. - Check email into Content Manager from Outlook . - Associate check-in styles with linked folders. - Choose the appropriate cleanup option for emails. - Send email and attachments from Content Manager using the Outlook email form or the CM email form. Module 10: Working with Alerts, User Labels, and Records - 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. - Generate Web pages. - Generate a Print Merge report. - Generate a Record Statistics report. Module 11: Customizing User Options in Content Manager - Customize the Content Manager options. - Create a Dropzone view. - Customize the Quick Access toolbar. - Customize the ribbon. Module 12: Working with Content Manager Web Client - Perform Searches and Navigate Records - Get familiar with the Web Client interface, its menu, tabs, and panes. - Identify the document type icons change. - Perform a Quick Search history and scroll the search history. - Perform a Form Search and an Advanced Search using the Web Client - View search results in a Grid View. - Save a search. - Navigate the structure of a record. - Create, view, and edit records. - Work with Office 365 Integration - Generate Reports and Edit Settings - Create a report. - Customize the Record Property settings. - Define and use Metadata (Field) validation. - Check out Web-based Microsoft Office documents to OneDrive, edit them, and check them back into - Content Manager.. - View, promote, and delete revisions.2 jours1600.00