Training Plan

-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

- 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 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

- 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.

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

• Add folders to be downgraded to favorites;
• Create a downgrade list from favorites.