ECM Records Management

Records management configuration

About this course

The purpose of this training is to provide the ability to complete Records Management configuration within TechnologyOne Ci Anywhere Enterprise Content Management.

Course code


Software release



2 days




Document Management

Topics covered

  • Explain the purpose of each of the ECM Configuration functions and set up and maintain changes as required
  • Review Background Processes
  • Configure External Integration and Setup and the options available
  • Add and view Social Media Feeds
  • Maintain General Settings for Document Search, Documents and Indexes Available in Ci Anywhere
  • View ECM Setup: Auditing, File Storage and Volumes
  • Use Document Imports, Index Entry Imports and other ECM Import functions
  • Explain Document Administration function
  • Explain the use of Legacy Workflows function
  • Explain the Load Backlog Rendition Queue
  • Explain Refresh Denormalised Data
  • Use ECM Reporting
  • Explain Sentence and Destruct process
  • Provide brief overview of Retention and Disposal Functionality


Course registration

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