Records and Archiving Training Courses

The following training courses will provide skills to your staff for meeting Australian state and federal recordkeeping and archiving compliance requirements.
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FYB DocUCheck

This half an hour training course provides attendees with an understanding of how FYB’s DocUCheck will provide notifications and reminders of Content Manager documents which are currently checked out and may be suitable to be checked in.

FYB DocULink Introduction and Intermediate

This half an hour training course provides attendees with an understanding of how FYB’s DocULink can be used to upload linked documents into Content Manager and edit them while preserving the link between records.

FYB DocULink Advanced

This half an hour training course provides attendees with an understanding of how to maintain and how to use FYB’s DocULink to upload linked documents into Content Manager and edit them while preserving the link between the records.

FYB Enhancement Suite training includes a combination of DocUMove, Email Tagger, Link Generator, PDF Generator, Reassign Actions and Soft Deleter, depending on the chosen training course.

FYB Enhancement Suite Introduction and Intermediate

This one hour training course provides attendees with an understanding of how FYB’s Enhancement Suite can be used to provide additional functionality and efficiencies with Content Manager.

FYB Enhancement Suite Advanced

This two hour training course provides attendees with an understanding of how FYB’s Enhancement Suite can be administered and used to provide additional functionality and efficiencies with Content Manager.

FYB Webclient Enhancement Suite Introduction and Intermediate

This half hour training course provides attendees with an understanding of how FYB’s Webclient Enhancement Suite can be used to provide additional functionality and efficiencies with Content Manager.

FYB Webclient Enhancement Suite Advanced

This one hour training course provides attendees with an understanding of how FYB’s Webclient Enhancement Suite can be administered and used to provide additional functionality and efficiencies with Content Manager.

FYB Folder Template Creator

This one hour training course provides attendees with an understanding of how FYB’s Folder Template Creator can be used to design and build consistent automatic folder structures to use in Content Manager.

FYB InfoInsert

This half an hour training course provides attendees with an understanding of how FYB’s InfoInsert can quickly and easily insert metadata properties from Content Manager into Microsoft Word documents.

FYB InfoSecurity Guard

This half an hour training course provides attendees with an understanding of how FYB’s InfoSecurity Guard can be used to mitigate risks associated with the inadvertent disclosure of information retained within Content Manager.

FYB Locations Manager

This one hour training course provides attendees with an understanding of how FYB’s Location Manager can be used to manage and maintain Locations within Content Manager.

FYB 365|2CM

This one hour training course provides attendees with an understanding of how FYB’s 365|2CM can be used to archive information from SharePoint and Microsoft Teams into Content Manager.

FYB DocUControl

This two hour training course provides attendees with an understanding of how FYB’s DocUControl can be used to publish and review controlled documents in an efficient and seamless manner.

FYB Explorezel Introduction and Intermediate

This half an hour training course provides attendees with an understanding of how FYB’s Explorezel can be used to locate and access information across Content Manager, Microsoft Teams, Microsoft SharePoint and Microsoft OneDrive.

FYB Explorezel Advanced

This one hour training course provides attendees with an understanding of how FYB’s Explorezel can be administered and used to locate and access information across Content Manager, Microsoft Teams, Microsoft SharePoint and Microsoft OneDrive.

FYB Mediazel Introduction and Intermediate

This one and a half hour training course provides attendees with an understanding of how FYB’s Mediazel can be used to enable efficiencies with managing Media.

FYB Mediazel Advanced

This two hour training course provides attendees with an understanding of how FYB’s Mediazel can be used to enable efficiencies with managing Media.

FYB Reportilize (Reporting Masterclass)

This three hour training course provides attendees with an advanced understanding of how the information identified through searches can be extracted and analysed through Content Manager and FYB’s Reportilize.

FYB Teams2CM Collaborate Introduction and Intermediate

This one and a half hour training course provides attendees with an understanding of how FYB’s Teams2CM Collaborate can be used as an alternative interface to Content Manager due to the seamless integration between Microsoft Teams and Content Manager.

FYB Teams2CM Collaborate Advanced

This two hour training course provides attendees with an understanding of how FYB’s Teams2CM Collaborate can be administered and used as an alternative interface to Content Manager due to the seamless integration between Microsoft Teams and Content Manager.

FYB CM2WebShare

This one hour training course provides attendees with an understanding of how FYB’s CM2Webshare can be used to administer and automate the publication of records from Content Manager to your website, intranet, Microsoft SharePoint and ePathway.

FYB Gravity2CM

This half hour training course provides attendees with an understanding of how FYB’s Gravity2CM can be used to capture information from Gravity Forms into Content Manager.

FYB Page2CM

This half hour training course provides attendees with an understanding of how FYB’s Page2CM can be used to capture information from a PageUp export into Content Manager automatically.

FYB Pathway2CM

This one and a half hour training course provides attendees with an understanding of how FYB’s Pathway2CM can be used as a two way integration for information in Pathway and Content Manager.

FYB Power2CM

This half an hour training course provides attendees with an understanding of how FYB’s Power2CM can be used to capture information from social platforms automatically into Content Manager.

FYB Sales2CM

This one and a half hour training course provides attendees with an understanding of how FYB’s Sales2CM can be used to archive information from Salesforce into Content Manager.

FYB Service2CM

This one and a half hour training course provides attendees with an understanding of how FYB’s Service2CM can be used to archive information from ServiceNow into Content Manager.

Introduction to the Business Classification Scheme

This one and half hour course is suited to new and existing Content Manager users who need to understand and work with the Business Classification Scheme to support their day-to-day activities.

Understanding and Undertaking Records Archiving Activities

This two day training course provides staff members responsible for records archiving and disposal activities with an in-depth understanding of retention and disposal concepts and how archiving and disposal activities are undertaken.

Undertaking Records Archiving Activities

This one day training course provides staff members responsible for record archiving and disposal activities with the skills to use Content Manager to manage these activities.

Tracking and Auditing Hardcopy Records

This half day training course provides staff members responsible for records audit activities with a clear understanding of how Content Manager’s functionality can be used to track and audit hardcopy records.

Understanding and Implementing VERS Compliance

This one day training course provides staff members responsible for records archiving and disposal activities with an understanding of Victorian Electronic Records Strategy (VERS) recordkeeping compliance requirements and how to use Content Manager for VERS activities.

Other Training Courses