Training Plan
  • 27 Nov 2023
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Training Plan

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Article summary

Training Plan

The training plan may be different depending on the package. Sessions last a maximum of three hours. The training plan is subject to change.
An explanatory document of the training has been given to you before it begins.

SessionInformationExercisesCorresponding Courses in Talent LMS
Interface & Recordings
1

-Introduction to the Constellio interface
- Creation of folders and actions on them
- Creation of documents and actions on them
-User Documents
- Task module and favorites
-Agent Constellio
-Audits and the Recycle Bin

  • Create a document;
  • Add multiple recordings to favorites;
  • Borrow a document and edit it with Agent Constellio;
  • Navigate the interface.

-1.1 Intro to Constellio
-1.2 Intro to the archives
-1.3 Adding Folders
-1.4 Adding Documents
-1.5 Bookmark Management
-1.6 Task Management
-1.8 Agent Constellio
-Paper management
-2.1 Recycle Bin & Audit Management

Research & Structures
2

- Simple and advanced search
- Facets
-Batch processing
Explanations of hierarchical structures and records
- Review of elements from the first session
-Virtual spaces

  • Perform research with facets;
  • Perform an advanced search;
  • Delete a folder with subfolders;
  • Perform a batch treatment.
  • Create a virtual space and add folders to it;

-1.7 Research
-2.2 Batch Management
-2.3 Addition of mandatory structures

Security & Configuration Management
3


-Security management (access and roles)
- User and group management
- License management
-Security Classification
- Explanation of the Management (manage loans, manage shares and manage Excel reports)

  • Create a group and subgroup;
  • Assign authorizations to them;
  • Add users to the group;
  • Deny access to a folder.

-2.6 Configurations
-2.4 Security Management

Metadata schemas
4

- Management of metadata schemas
-Types of schemas
-Value Domains
- Adding metadatas
-Types of folders, documents and containers
-Metadata extractors
-Management of actions
- Computed metadata

  • Create a folder schema;
  • Create a metadata domain of values;
  • Disabled metadata.
-2.5 Metadata schema and value domain management
Decommissioning
5

-Disposal
-Creation of containers
-Configurations related to decommissioning
-Boxes

  • Add folders to be downgraded to favorites;
  • Create a downgrade list from favorites.
-2.7 Decommissioning
Q&A
6-One-hour Q&A session regarding Constellio's features

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