#123 LegalKEY Records Management

This comprehensive course covers all aspects of the LegalKEY RM system.

Objectives
Upon completion of this course, participants should be able to work with all aspects of the LegalKEY RM, ADT, Retention, ERM applications, including:

• File Creation and Management
• Printing Labels and Reports
• Processing Requests
• Check in/Out, Box Intake/Office shipping Report
• Searching Files and Activity History
• Records Utilities
• Searching and Viewing Records
• Request for Delivery and Creation of Records
• Working with the Records, Conflicts and Retention
• Creation of EW, Groups and Users
• Working with Records Retention, Reports and Retention Workflow
• Setup of Retention/ERM
• Searching for Records and Viewing Search Results in ADT
• Requesting Records for Delivery, and Creation of Records in ADT
• Waiting List, Collection List, Move Records, Box Packing in ADT
• Different ADT setup options based on the need of the office
• Tips and Tricks and Best Practices

Audience
Records Managers/Record Management Group

Duration
This is a one (1) day course.   All courses begin at 9am.

Cost
$795 USD, includes lunch

• Prerequisites
• Basic Computer Skills
• Familiarity with MS Windows

Capacity and Format
TFG maintains small class sizes (10 to 12 participants) to provide individual attention and encourage student participation.  Training format includes instructor demonstration and hands-on student practice with practical exercises and extensive class discussions.

Registration

To register, please contact:
Polina Glikina
pglikina@fraymangroup.com