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
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