2-0121 OpenText Physical Objects

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Duration: 1 day

This course provides the core information you need to manage your organization’s physical records. It is designed for Records Managers who need a thorough understanding of the OpenText Physical Objects module features.

It begins with setting up the location and custodian site codes. Next, you will create the physical item types since the creation of physical items are based on them. As the physical objects are processed, you will be creating the facilities, areas, locaters and generating labels needed for the long term storage. Once the storage facilities have been established, you are now ready to transfer items to storage facilities. You will learn how to search for and request the records, and then process them. There are several reports which will give valuable information throughout the process. Last, you will use a few of the basic PO functions available from the Smart View Interface.

Highlights:

  • Create location codes and custodian sites
  • Configure physical item types
  • Add physical items and assign items to boxes
  • Configure the system options for physical objects
  • Processing requests for physical objects and transferring to/from storage facilities
  • Process the requests for physical objects
  • Run the various physical objects reports

 

On completion of this course, participants should be able to:

  • Set up the locations and custodian sites
  • Configure physical item types and physical items
  • Create and configure the storage facilities
  • Use transfers to track shipping of records to and from storage facilities
  • Search for and request physical records
  • Process requests for physical items
  • Configure physical object defaults and administration settings
  • Create accessions
  • Run PO reports
  • Use the available functions from the Smart UI

Delivery Options:

Audience

  • Records Managers, Business Consultants, and Administrators

Prerequisites

Pricing

Format Currency Price
Per Student at OpenText Site € - Benelux 700.00
Per Student at OpenText Site € - Germany 700.00
Per Student at OpenText Site € - Nordic 700.00
Per Student at OpenText Site AUD 800.00
Per Student at OpenText Site GBP 550.00
Per Student at OpenText Site SGD 800.00
Per Student at OpenText Site USD 895.00
Per Course at Customer Site USD 4,500.00

Taxes: All prices exclude VAT or other taxes where applicable (all currencies).

Extra expenses: Customer site course prices do not include instructor travel expenses, which are billed separately.

Reservations: Please provide a minimum of 3 weeks advance notice when arranging courses at customer sites.

Course and workshop calendar

Below is a listing of all the currently available dates and locations for this course or workshop from OpenText.

Date Course type Course name Language Location Price Currency Add
Sep 29, 2021 On-site English Virtual Classroom - North America 895.00 USD Add to cart
Nov 25, 2021 On-site English Virtual Classroom - Europe 700.00 EUR Add to cart
Nov 25, 2021 On-site Deutsch Virtual Classroom - Europe 700.00 EUR Add to cart
Dec 23, 2021 On-site English Virtual Classroom - North America 895.00 USD Add to cart
Feb 03, 2022 On-site English Virtual Classroom - Europe 700.00 EUR Add to cart
Feb 03, 2022 On-site Deutsch Virtual Classroom - Germany 700.00 EUR Add to cart