We’re excited to announce the launch of a new certification series: Records Management in Laserfiche. You can access the Recommended Training for this series in Aspire for FREE and can purchase the cost-associated Certification Assessment separately for $150.
Certification Description:
This assessment will test your knowledge and skills on Records Management in Laserfiche. By passing the assessment, you’ll earn a Records Management in Laserfiche Certificate and badge. This assessment is intended for users of Laserfiche Cloud and Laserfiche 11 who are using and maintaining records management at their organization.
Certification Objectives:
By the end of this series, you will be able to:
- Define what records management is and be able to identify each phase in the records management lifecycle
- Understand the following records management concepts and terms: Cutoffs, Holds, Retention Schedules, Disposition Options
- Translate retention schedules
- Create records management objects
- Retain metadata from records
- Identify your options for importing and exporting records and records management objects
- Define and classify records management more flexibly
- Design our repository with this flexibility in mind
- Use Quick Access View to find records eligible for cutoff
- Set event dates
- Close and reopen records
- Put records on hold
- Perform cutoffs
- Conduct final disposition on a record
- Utilize quick access view to perform searches
- Run advanced searches on records in your repository
- Use Audit trail to provide reports on records management actions
- Generate reports on records in your repository
- Use file plan to generate a list of the structure and rules that govern your records
- Identify the ways Workflow can be used to automate records management
- Create a workflow to automate the setting of records management properties
Certification Length:
3 hours, 5 minutes
If you have any questions, you can reach us at aspire@laserfiche.com.