This course is designed for users who have taken a records management role at their organization. The following lessons will provide learners an understanding of how records management works with Laserfiche solutions. In addition, learners will be provided the skills to define records management concepts and set up a retention schedule for their organization.
Learning Outcomes:
- Explain the concept of records management with Laserfiche
- Translate a retention schedule from their organization into a retention schedule in Laserfiche
- Create a Record Series Hierarchy
- Process dispositions and perform actions on records
- Create records management reports with web client and audit trail
- Describe transparent records management
