Active Training Course
Designed for: Those associated with the creation and management of
records and information.
Pre-requisites: Course delegates must have prior knowledge of records and information management
concepts and an understanding of the windows environment.
Duration: 2 days
Course Content
File Folder Maintenance
- Maintaining files
- Creating new parts to files
- Creating a Foreign file folder
Document Maintenance
- Maintaining document profiles
- Working with loose & attached documents
- Selecting a document
Image & Electronic Document Maintenance
- Working with images
- Working with electronic documents
- Version control
- The RecFind Button
- Using check-in/check-out with the RecFind
Button
Searching
- RecFind searching principals
- Searching for file folders
- Searching for documents
- Using check-in/check-out
- Searching for electronic attachments
- Global searching
- Using the To Do function
Resubmits
- Managing resubmits
- Using RecFind's calendar facility
- E-mail notification of a resubmit
Movements
- Moving files and loose documents
- Interrupting a file folder movement
- Completing a resubmit
- E-mail notification of a file or loose
document
Using Barcode Readers with RecFind
- Using the fixed barcode reader
- Using the portable barcode reader for file
audits
Picking Lists
- Maintaining the Pick List
- Printing labels from the Pick List
- Appending to the Pick List
- Adding an item to the Pick List from another
module
Reporting & Report Writer
- Printing standard reports and labels
- Creating customized reports using the RecFind
Report Writer
Workflow Management
- Managing workflow by adding, modifying,
reporting and tracking individual actions or groups of actions
- Workflow E-mail notification.
Standard Correspondence Maintenance
- Creating and managing standard reply letters
and action sheets
Includes
Individual PC and version of RecFind per user; including extensive training database. Extensive workshop manuals containing course notes, exercises and examples.
