Detailed Course Outline
Module 1 – Security
- Name the three aspects of security
- Describe how the three aspects of security differ
- Modify or delete security
Module 2 – Locations
- Define organizations, positions, and people
- Describe the features of locations lists
- Distinguish between different user types, including customusers
- Maintain a list
Module 3 – Retention Schedules and Holds
- Enter retention schedules
- Create triggers
- Use retention holds
Module 4 – Additional Fields
- Describe the purpose of additional fields
- List the types of additional fields
- Create additional fields
Module 5 – Structured Titling Options
- Enter a functional classification plan
- Use a classification plan in addition to or instead of a thesaurus
- Describe different numbering patterns and characters
Module 6 – Record Types
- Define record types
- Create record types and record entry forms
- Establish access control on record type objects
Module 7 – Action Tracking
- Describe the purpose of actions
- Create an action
- Create a procedure
Module 8 – System Administration Options
- Name system administration options
- Describe the effect of each option on behavior of a CM database