OpenText Content Manager Actions & Procedures Configuration & Administration

Course Overview

This administrator training course provides participants with the knowledge and practical skills required to configure and administer the Actions and Procedures functionality within OpenText Content Manager.

Participants will learn how to design, configure and maintain Action and Procedure templates, assign and manage actions, monitor outstanding tasks and generate overdue action reports. The course also explores the importance of business analysis and process mapping to ensure workflows are configured to support organisational requirements.

To maximise the value of the training, participants are encouraged to provide up to four examples of their organisation's business procedures prior to the session. These examples are used throughout the training to demonstrate practical configuration techniques within your own OpenText Content Manager environment.

All training sessions are recorded and provided following completion for future reference.

Topics Covered

This course covers:

Overview of Actions and Procedures functionality
Understanding the importance of business analysis and process mapping
Documenting business processes before configuration
Configuring Actions
Configuring Procedures
Attaching Actions to records (including updating Notes)
Assigning and reassigning Actions
Working with the Records Due Tray
Completing Actions
Running overdue Action reports

Frequently Asked Questions

Who should attend this course?

This course is designed for staff responsible for configuring, administering and maintaining Actions and Procedures within OpenText Content Manager.

What will I learn?

You'll learn how to configure Action and Procedure templates, assign and manage Actions, document business processes, configure workflows and generate overdue Action reports.

Why do I need to provide business procedures before training?

Participants are encouraged to provide up to four examples of their organisation's business procedures before training. These examples are incorporated into the session, providing practical, hands-on experience using workflows relevant to your organisation.

How is the training delivered?

Training is delivered remotely through Microsoft Teams and is contextualised to your organisation's OpenText Content Manager environment and build version.

Will participants receive a recording?

Yes. A recording of the training session is provided following completion.