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Undertaking Records Archiving Activities

Course Overview

This practical training course provides participants with the skills required to undertake records archiving and disposal activities using OpenText Content Manager.

Participants will learn how to complete appraisal and sentencing activities for both physical and electronic records, create archive boxes, identify records due for disposal and update OpenText Content Manager to accurately reflect archiving, destruction and record transfer activities where appropriate.

Training is delivered within your organisation's own environment wherever possible, allowing participants to apply archiving and disposal processes using familiar recordkeeping practices and system configurations.

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


Topics Covered

This course covers:

  • Appraising and sentencing hardcopy records

  • Creating hardcopy archive boxes

  • Appraising electronic records

  • Identifying records due for disposal

  • Disposing of records in OpenText Content Manager

Frequently Asked Questions

Who should attend this course?

This course is designed for records managers, records officers and staff responsible for undertaking records archiving, appraisal and disposal activities.

What will I learn?

You'll learn how to undertake appraisal and sentencing activities, manage physical and electronic records, create archive boxes, identify records due for disposal and update OpenText Content Manager to reflect completed archiving and disposal activities.

What is the difference between this course and Understanding & Undertaking Records Archiving Activities?

This course focuses on the practical application of records archiving and disposal activities using OpenText Content Manager. If you're looking for a broader understanding of retention and disposal principles, we recommend the Understanding & Undertaking Records Archiving Activities course.

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

OpenText Content Manager Desktop or Context Client

Duration

1 Day

Delivery

Remote via Microsoft Teams

Maximum Attendees

5

Recording Included

Yes

Prerequisites

Participants should have completed:

  • OpenText Content Manager Introduction Training

  • OpenText Content Manager Intermediate Training

  • OpenText Content Manager Advanced Training

or have equivalent practical experience.


Audience

Suitable for staff responsible for:

  • Records appraisal

  • Records archiving

  • Disposal activities

  • Information governance and compliance

Ready to get started?

Contact us to book or enquire about this training course.

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Stay Informed

Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.

Stay Informed

Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.

Stay Informed

Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.