Who is this training for?

iManage Records Administrators

Relevant for

iManage Cloud

On premise deployments

 

Will I get hands on?

 

Yes!

This training is around 50% practical.

After registration, you will receive a voucher code to activate a lab environment. This code is valid for 365 days for activation and will grant access for 20 hours over 21 consecutive days, once activated.

Verify your system will be suitable for our hands on labs at this link: https://imanage.selfpaced.training/precheck

 

Module Breakdown

Expand sections below for an explanation of module contents.

Module 1 - Records Manager Overview

 

A discussion of records management challenges, File Plans and the records life cycle. Also, an introduction to iManage Records Manage, its architecture and components.

Module 2 - Desktop Client for Records Managers Navigation

 

Introduces the Desktop Client for Records Managers and covers sign in methods, moving on to navigation elements, browsing records and user customization options.

Module 3 - Creating and Managing Metadata

 

Discusses how metadata is related to the file plan and identifies the features of Library Manager. It defines metadata and metadata relationships within the context of records manager. Also, demonstrates how Library Manager is used to create Media Types, Location Types and Practice Areas.

Module 4 - Managing Workspace Records

 

Focusses on managing Workspace Records. It includes the iManage approach to records management, identifies electronic file part management features and policy management. It also covers initial planning conditions for file management and how to use iManage Records Manager Policy Service to automatically store and manage Work content.

Module 5 - Managing the Records Library

 

Focusses on the disposition workflow, defines key terms and reviews the process for creating, editing and deleting retention policies, security policies, record types and more.

Module 6 - Creating and Managing the File Plan

 

Covers creating and managing the file plane, including creating clients and matters, templated and non-templated file parts and how to declare WorkSite documents as records.

Module 7 - Managing Physical Records

 

Discusses the management of physical records. Covers Locations, Box management, circulation models, common tasks and more.

Module 8 - Barcode Scanning Operations

 

Covers the Barcode Scanning Operations application, including collecting data and uploading data to records manager

Module 9 - Reporting

 

This module focusses on reporting capabilities in Records Manager, including generating reports, saving reports, printing and exporting, and the use of eligibility reports.

Module 10 - Records Manager Web and Desktop Standard

 

An overview of the iManage Records Manager Web client and a comparison the functionalities available between the web client and desktop clients.

Module 11 - Release 10.1 and New Features

 

Introduces the features of the 10.1 release of iManage Records Manager, including an overview of the new dashboard appearance of the desktop client for records managers and users as well as the web client. Some new enhancements are also included.

 

 

Register Now