2-1145 Implementing Records Management using eDOCS RM v16.5

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Duration: 3 days

RM is a powerful records management solution that transforms the eDOCS DM product into a fully functional Records Management solution, creating an organized, secure environment that manages the complete lifecycle of all physical and electronic corporate knowledge assets--from creation to ultimate disposition.

This three-day session, targeted at the DM Administrator/Records Manager, will cover the RM architecture, the User Interfaces (DM/RM Webtop, DM/RM Extensions, and InfoCenter), configuration, and the administration of the RM product family including the File Plan configuration. We will build a File Plan, and plan and create the Records Retention/Disposition Rules. These rules build on the Events which use Cutoff/Rollover, Storage and Disposal Actions. Relationships in the File Plan, Sections and Locations will be created to help enhance your File Plan. There are several reports available to extract the RM information.


  • Build a File Plan
  • Define RM Events and various Actions
  • Process the files and records based on the Retention/Disposition Rules
  • Run Reports

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

  • Describe the RM architecture
  • Create and classify documents and records
  • Search and retrieve documents, records, or files
  • Manage paper information
  • Configure Management Studio or Library Maintenance for RM permissions for records managers and users
  • Create the File Plan using the RM Administration Tool
  • Describe the RM functional, File and Term Security
  • Define RM Events, Actions, and Locations
  • Plan the Records Retention/Disposition rules
  • Plan the Disposal Authorities
  • Set preferences and restrictions
  • Describe Import/Export features
  • Use Report capabilities


Intermediate to Advanced Administrators, Consultants and Records Managers


  • Understanding of Records Management Principles
  • 1-1103 Using DM or one year of field experience highly desirable.
  • Understanding of DM Administration is helpful but not required.

  • Pricing

    Format Currency Price
    Per Student at OpenText Site € - Benelux  2,100.00 
    Per Student at OpenText Site € - Nordic  2,100.00 
    Per Student at OpenText Site AUD  2,400.00 
    Per Student at OpenText Site GBP  1,650.00 
    Per Student at OpenText Site INR  114,000.00 
    Per Student at OpenText Site SEK  17,700.00 
    Per Student at OpenText Site SGD  2,400.00 
    Per Student at OpenText Site USD  2,685.00 
    Per Course at Customer Site USD  13,500.00 

    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
    Oct 28, 2019  On-site  2-1145  English  Reading, UK - Open Text 1,650.00  Add to cart
    Oct 28, 2019  On-site  2-1145  English  Hoofddorp, NL 2,100.00  Add to cart
    Nov 06, 2019  On-site  2-1145  English  Virtual Classroom - Asia Pacific 2,400.00  Add to cart
    Nov 06, 2019  On-site  2-1145  English  Virtual Classroom - Finland 2,100.00  Add to cart