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Perceptive: Retention Policy Manager (RPM)

SECTION 1: Records Information Management (RIM) Overview

01 Introduction 2 m
02 Purpose 4 m
03 Components 8 m
04 Business Case 6 m

SECTION 2: Retention Policy Manager (RPM)

05 Overview 12 m
06 Holds 6 m
07 Retention Sets 7 m
08 Physical Locations 4 m

SECTION 3: RPM Designer

09 Retention Policy Designer 16 m
10 Phase and Policy Protection 2 m
11 Policy Assignment 1 m

SECTION 4: RPM Demonstrations

12 Create a Policy Authority 3 m
13 Create a Date Period 3 m
14 Holds 10 m
15 Physical Properties 3 m
16 Physical File Templates 3 m
17 Physical Locations 4 m
18 Physical File References 8 m
19 Simple Policy - Event Based 12 m
20 Simple Policy - Time Based 13 m
21 Simple Policy - Time and Event Based 14 m
22 Advanced Policy - Time and Event Based 17 m
23 Advanced Policy - Single Phase / Multiple Path 13 m
24 Advanced Policy - Multiple Phase 8 m

SECTION 5: Final Assessment (Earn 80% or higher to earn credit)

25 Final Assessment

How do you manage the lifecycle of your documents? When do you archive them? Who do you let modify a document? This course gives you an overview of Records Information Management (RIM) and a series of demonstrations using the Retention Policy Designer and the Retention Policy Manager (RPM) for retention schedule implementation.

  • Premium
  • P1422
  • Beginner
  • 2 hrs 59 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Records Information Management (RIM) terminology and purpose
  • Retention Periods and Actions
  • Record Inventory Locations
  • Creating Policies with Retention Policy Designer
  • Protection Phases
  • Sample Policy Demonstrations