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2-0121 OpenText Physical Objects v16.2.4

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Duration: 1 day

This one-day 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 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.


  • 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


Records Managers, Business Consultants, and Administrators


  • 1-0184 Managing Documents in Content Server or equivalent experience
  • 2-0120 OpenText Records Management would be an asset
  • A base knowledge of the REcords Management discipline, in particular understanding File Classification structures and Retention schedules.
  • Knowledge of the ways your organization manages or will manage records
  • 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 & Workshop Calendar

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

    To register, please select the course you want to attend by clicking the "Add to cart" button.

    Date Course type Course name Language Location Price Add
    Jan 30, 2020  On-site    Deutsch  Munich_Grasbrunn - Open Text 700.00  Add to cart
    Mar 05, 2020  On-site    English  Ottawa, ON - OpenText 895.00  Add to cart
    Apr 16, 2020  On-site    English  Virtual Classroom - North America 895.00  Add to cart