This is a series of tutorial video’s that were recorded for the Alfresco Records Management Cloud trial. These video’s guide the viewer through the features of Alfresco Record Management system. Based on a fictitious company ‘Green Energy’, the videos cover the following:
- Introduction to Fileplan
- Filing and Declaring Records
- Running through a Transfer Disposition Cycle
- Setting up a Disposition Schedule
- Creating and Modifying a Fileplan
- Try – Create Record Categories, Set Security and Configure Disposition Schedules
- Installing Alfresco and Configuring Records Management
After watching these videos you can take the Alfresco Records Management challenge here.
Introduction to Fileplan
This video reviews the Fileplan within the Alfresco Records Management solution. It shows how multiple users will be presented with different views of the Fileplan based on their security setting and role.
Filing and Declaring Records
This video shows you haw users can use a 3 step process to:
- File a new document
- Complete the metadata
- Declare as a new record
The video will show how different records (document, images, etc.) can be file either from the user’s desktop or from within an existing Alfresco collaboration site.
Running through a Transfer Disposition Cycle
Here you can see a record folder manually put through its disposition schedule.
Setting up a Disposition Schedule
This video will show it is easy to setup and configure new disposition schedules with Alfresco records Management
Creating and Modifying a Fileplan
This video will show how to create and modify the Records Management fileplan.
Try – Create Record Categories, Set Security and Configure Disposition Schedules
This video shows how to create new record categories and then set the required security. New Disposition Schedules can be configured to these new record categories allowing you to process records through their lifecycle.
Installing Alfresco and Configuring Records Management
This video walks you through the process of installing Alfresco Enterprise Edition 3.2r and setting up the Alfresco Records Management module.