Inactive Training Course
Designed for: Records staff, administrative assistants, and all those associated with the retention and disposal of information.
Must have: Completed the RecFind Active training course and
possess a sound knowledge of records and information management
principals. It is advisable to have exposure to the Thesaurus and
Codes modules, or have completed the Administrator course.
Duration: 1 day
Course Content
Introduction to Inactive Records
Disposal/Retention schedules
- Creating retention codes
- Creating citation codes
- Creating series codes
- Using the recalculate function
Thesaurus - Retention & Disposal
- Linking retention and series codes to the
Keyword Thesaurus - files
- Assigning a retention code to a document
Creating & Managing Boxes
- Adding box types and status codes
- Changing the box field prompts
- Box security
Retention of files, documents, boxes and other contents
- Retention of files, loose documents and
attached documents
- Retention of other content
- Retention of boxes
Box Movements
- Adding movements to an Action Officer or
Records Center
- Moving boxes via a barcode reader
- Selecting the box movement history
Searching for Boxes
- Searching for boxes by box number, box text
and box phrase
Box Reporting
- Print a range of standard box reports
- Creating box reports using Report Writer
Managing Records Centers in RecFind
- Creating and managing records centers
- Space management
- Space field configuration
Records Center Searching & Reporting
- Search for space within a records center
- Report on space within a records center
- Print a disposal schedule list
- Print a citation list
Variable Box Labels
- Create variable box labels
- Modify, delete and view existing box labels
Includes
Individual PC and version of RecFind per user,
including an extensive training database, workshop manuals which contain
course notes, exercises and examples.
