OpenText Content Manager Using Actions & Procedures
Course Overview
This training course provides participants with the practical skills required to use the Actions and Procedures functionality within OpenText Content Manager.
Participants will learn how to attach Actions and Procedures to records, manage assigned tasks, access their Records Due tray, complete and reassign Actions, and identify overdue tasks through searches. The course focuses on helping users work more efficiently while supporting organisational business processes and meeting required timeframes.
Training is delivered within your organisation's own environment wherever possible, allowing participants to learn using familiar business processes, configurations and workflows.
All training sessions are recorded and provided following completion for future reference.
Topics Covered
This course covers:
Overview of Actions and Procedures functionality
Attaching Actions to records (including adding Notes)
Assigning Actions
Working with the Records Due Tray
Completing Actions
Reassigning Actions
Running overdue Action searches
Frequently Asked Questions
Who should attend this course?
This course is designed for staff who use Actions and Procedures within OpenText Content Manager as part of their day-to-day responsibilities.
What will I learn?
You'll learn how to attach Actions to records, assign and complete tasks, manage your Records Due tray, reassign Actions when required and run searches for overdue Actions.
Is this the same as the Actions & Procedures Administration course?
No. This course focuses on using existing Actions and Procedures in day-to-day work. If you're responsible for creating, configuring or maintaining Action and Procedure templates, the Configuration & Administration course is recommended.
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.
Book Content Manager Training
Call 1800 392 392 or enquire online to book your training session.
Course Details
Platform
Content Manager Desktop, Context or Web Client
Duration
1.5 Hours
Delivery
Remote via Microsoft Teams
Maximum Attendees
10
Recording Included
Yes
Prerequisites
Participants should have completed:
OpenText Content Manager Web Client Introduction Training
OpenText Content Manager Web Client Intermediate Training
or have equivalent practical experience.
Audience
Suitable for all staff with an OpenText Content Manager licence who use Actions and Procedures as part of their daily work.
Ready to get started?
Contact us to book or enquire about this training course.
