Administration Course

Designed for: Staff and management responsible for the implementation and maintenance of RecFind. This may include Information Technology and Central Records managers.

Must have: Completed the RecFind Active training course. Knowledge of Records Management essential.

Duration: 2 days

Course Content

1. Security & Database Management

   • Adding users/action officers
   • Security setup procedure
   • Database maintenance
    

2. File and Document Number Formats

   • Establishing a file number format
   • Multiple sequence configuration
    

3. Keyword Thesaurus and File Titling

   • Configuring the keyword thesaurus
   • Standard file title configuration
   • Using the synchronize function
   • Importing or exporting the thesaurus
    

4. File Number Change & Foreign Files

   • Working with foreign files
   • Changing the file number
    

5. Configuration 

   • E-mail enablement
   • Barcode options
   • Dates validation
   • User help
   • Other options
   • File capture filter
    

6. Master Picking List

   • Maintaining RecFind's master picking list
    

7. Label Configuration

   • Creating labels
   • Label configuration options
    

8. Codes Maintenance

   • File codes
   • Document codes
   • Organization codes
   • Configuring the calendar
   • Configuring file and document prompts
    

9. Workflow Configuration

   • Configuring procedures sets and action types
   • Linking procedure sets to document types
    

10. Indexing, Audit Trail & Information Purge

    • Set indexing and search options
    • Configuring and using the audit trail
    • Purging file, document and box records

Includes

Individual PC and version of RecFind per user, including an extensive training database, workshop manuals which contain course notes, exercises and examples.

 

 

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