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Who is this training for?
Professionals who require upskilling in iManage Disposition Manager administration. It focuses on equipping participants with the skills required for proficient use, including application configuration, retention policy management, and the design considerations when creating workflows for electronic content.
Can I get certified?
How long will this take?
Self paced training is designed to be consumed at your own speed, enabling you to consume content on your own schedule.
For this course, iManage recommends allowing a minimum of 4 hours to consume all courseware and exam preparation materials.
Included with useiManage Premium
useiManage Premium subscribers can utilize one of their self-paced training entitlements to register for this course and the certification exam.
Course breakdown
Expand each module below for an explanation of contents
Introduction
Introduction to the iManage Disposition Manager Administrator program.
Module 1 - Introduction to iManage Disposition Manager
An introduction to iManage Disposition Manager including the key benefits and features.
Module 2 - Configuring iManage Disposition Manager
A deep dive into the configuration of iManage Disposition Manager. This lesson steps through the process of enabling the application and creating required groups, before moving on to metadata mapping, global disposition review and notification settings.
Module 3 - Events and Schedules
A detailed overview of retention events and schedules including creation and application in the file plan. This module touches on some key considerations for the creation of events and schedules, including event types, review settings and automation.
Module 4 - Holds
An introduction to the Hold functionality including the purpose and effects of a Hold, as well as Hold behaviour in the system. Moving on, the module covers the creation, application and management of Holds.
Module 5 - Disposition Review
An overview of the Disposition review capabilities including the processes required to manage disposition approvals. This lesson also includes the requirements for the disposition review process to work.
Module 6 - Tasks
An overview of the Task lists available in iManage Disposition Manager. This module also explains the steps required to process and execute upcoming tasks and the conditions on which these steps may be required.
Module 7 - Reporting
A quick look at the simple process of generating reports in IDM, as well as how to view information on records which have already been destroyed.
Module 8 - iManage Disposition Manager for Records Management
An in depth overview of some of the key mappings and configurations which should be considered when setting up IDM workflows with a controlled records management approach.
Module 9 - iManage Disposition Manager for Storage Optimization
An in depth overview of some of the key mappings and configurations which should be considered when setting up IDM workflows with a focus on storage optimization to manage cloud storage.
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