This Certification Series helps learners manage records lifecycles from start to finish and stay compliant with retention and disposition requirements. It covers records concepts, retention schedules, records objects, search, reporting, audit trail, file plan, and workflow automation.
Recommended For
Records managers, department managers, and users responsible for classifying records or implementing retention schedules.
Topics Covered
- Define records management concepts and lifecycle phases
- Translate retention schedules into records management objects
- Retain metadata from records
- Find records eligible for cutoff
- Close, reopen, hold, cutoff, and dispose of records
- Run records searches and reports
- Use Audit Trail and file plans
- Automate records management properties with Workflow
Included in these Certification Paths
Assessment Details
You’ll be assessed on: managing records lifecycles, applying retention and disposition rules, and reporting on records activities.
You need a score of 80% or more to successfully pass. There is no time limit to complete the assessment and you have unlimited attempts.
What Certification Series to take next?
- Getting Started with the Repository in Laserfiche Cloud
- Getting Started with Workflow in Laserfiche Cloud
- Repository Security
