Explain Records Management Concepts a. Expand your opportunities by becoming Laserfiche Certified! September 2008 . Laserfiche was evaluated as one of 18 vendors in the market and was recognized based on its completeness of vision and ability to execute. This entry access right grants users the ability to close and reopen record folders, and file new records into closed record folders; however, closed record folders cannot be reopened after they a… Laserfiche Records Management Edition is DoD 5015. secure way to ensure that every document in your archive is maintained in both a compliant and easily retrieved format (just ask anyone who has had to pull paper records during an audit or discovery for a lawsuit Laserfiche Administration Answers Site User Group How To. It has easily configurable components that fit all of your organization’s business needs. Introduction to Laserfiche Records Management - Duration: 42:56. Also new the Laserfiche 10.3 app is an Android, iOS, and Windows app that lets you capture, upload, and securely access and work with documents and forms in and outside your Laserfiche repository while on the go. Five Steps to Get Everyone Onboard with Your Records Management Initiatives - … As Executive Vice President, Wayman is responsible for Laserfiche operation, overseeing the data analytics team, customer relationship management and asset management. Cutoff records based on time, event, a combination of those, and more, Keep all records in one, secure, centralized digital repository, classified by type and retention, Generate reports to identify records that are ready for disposition, Search for records based on retention schedules or cutoff dates, Group records based on their retention and disposition schedules, Give records managers control over how information is categorized and filed, —Cindy Shrum, Director of Information Systems, Alabama Department of Mental Health, Original artwork by Alabama Department of Mental Health patient. By default, the filing date equals the date the record folder was created in Laserfiche, but it can be changed to reflect the true cutoff eligibility date. Discover how Laserfiche Cloud can transform your organization with secure content management tools, e-forms and enterprise process automation that’s easy-to-use. Webinar Clip: Why Electronic Records Management (ERM)? Laserfiche Records Management Training 1. Laserfiche — a leading global provider of intelligent content management and business process automation — was named a Challenger in the Gartner Magic Quadrant for Content Services Platforms. Storage and maintenance iv. Join the local Laserfiche community in your area. Laserfiche Records Management Edition Terminology (version 8.0) White Paper . Empower Conference. In the Record Properties box near the top you will find a Filing Date. Transparent records management, a unique feature to Laserfiche’s records management system, enables general users to create a record layout of their choice without interfering with the overall records management structure. Laserfiche is a unified solution that manages all your organization's documents and records, regardless of location or media. Video Training and Tutorials – View short video demos that assist with user learning; Expand your opportunities by becoming Laserfiche Certified! Forrester New Wave for Cloud Content Management, The Difference Between Document and Records Management, Promote compliance with regulatory mandates such as SEC, FINRA, FOIA, HIPAA and more, Support e-discovery and data retention policies, Protect records with DoD 5015.2 version 3-certified electronic records management, a widely accepted government standard, Ensure long-term data preservation with a standard format that meets Victorian Electronic Record Strategy (VERS) V2 requirements, Easily manage the lifecycle of documents and get notified when documents are ready for disposition, Auto-file newly created records according to industry regulations and corporate policies. Here are some tips and tricks for both Electronic records managers and administrators for ensuring a smooth RME implementation. Process automation … Laserfiche Straightforward, flexible enterprise content management Get in touch Winner of the BLI Solutions 5 star award – Laserfiche is a digital archiving solution for MFP’s which allows for easy retrieval of documents. Record Series c. Record Folders d. Cutoff, Retention, and Disposition e. Freezing 2. How are you choosing the cutoff dates for these folders? Retention and disposition v. Archival preservation b. It’s common—and not incorrect—to create a record system structured entirely on retention schedules. This video clip outlines the five features that are the mark of a fully controlled electronic records management system. Learn Aspire. Any records manager worth her salt asks: How do we recreate years of records? Laserfiche empowers millions of organizations across hundreds of industries just like yours. Because Compulink must respond to changing market conditions, it Updated May 24, 2016. Topics covered: 4 essential questions every records manager should ask when deciding which records to keep. In these video clips, I’ve covered five things to consider when you’re tackling big-picture questions about your organization’s records. Impose compliance with Department of Defense (DoD) 5015.2-certified records management, Enforce records management policies across all devices by storing only one copy of a record in a centralized repository, Save employee time by automatically classifying and applying disposition schedules to incoming records. You must be assigned the Records Management privilege to create, modify, and apply retention schedules. WebLink. The premier conference in … Not to mention that it was becoming difficult to manage the cost and space needed to store these records. ... Introduction to Laserfiche Records Management - Duration: 42:56. Workflow. The Solution. Get an in-person overview of the fundamentals of ECM. Wayman joined Laserfiche in 1996 and has since held various leadership positions, including vice president of asset management and professional services. How do we show regulators that we’re still compliant? Webinar Clip: Baseline Functionality of ERM Software. Use analytics, dashboards, and reporting tools to discover ways to increase business efficiency through your document management system. Learn how content management can help you handle an unexpected audit, improve ongoing compliance and reduce time-consuming tasks around records storage and retention. ` Balances the need for compliance with the ability to create value from information. Laserfiche empowers millions of organizations across hundreds of industries just like yours. Our clients have automated their process, increased accessibility and searchability, and eliminated the paper trail. Forms. ERM technology goes a step further by automatically enforcing consistent, organization-wide records policies and having controls in place that protect records from loss and tampering. Read the Case Study. Manage mission-critical processes and eliminate busywork with powerful workflows, e-forms and analytics. Get your Laserfiche Vault Compliance Guide to learn more. Closing a record folder prevents it, and its contained records, from having any further modification. Talk to a Laserfiche expert at a conference near you. Laserfiche training videos list - Laserfiche Administration Guide. Laserfiche 10,310 views. Talk to a Laserfiche expert at a conference near you. Laserfiche Records Management at a Glance Auto-file newly created records according to industry regulations and corporate policies Hear best practices on document management and automation. Record folders can be closed during their active life cycle, and they can be reopened until they are cutoff. Register for Empower 2021 — broadcasting worldwide February 22-26, 2021. Easy-to-use reports measure process success and help evaluate employee workloads using dashboards and visualizations. Subscribe Subscribed. ... See Laserfiche Records Management in Action. Laserfiche Computer Software Long Beach, California 14,679 followers Accelerating how business gets done with intelligent content management and business process automation solutions. Connector. Voddie Baucham: "Why I Left A Predominantly Black Church To Attend A Predominantly White Church." Normally, if changes are still being made to the folder or the contents within the folder, it wouldn't be considered cutoff from a Records Management Life-cycle perspective. Get an in-person overview of the fundamentals of ECM. Laserfiche RME: ` Incorporates people, policies, technology and enterprise risk management. How do we get everyone on board with retrieving documents in a software system instead of a file cabinet? Take the next step to implement electronic records management within your organization and get your copy of “The Ultimate Guide to Records Management” eBook. Records Management. How the North County Transit District Simplified Records Management. Your one-stop source to learn how to use Laserfiche. Laserfiche (/ ˈ l eɪ z ər f i ʃ /) is a privately owned software development company that creates enterprise content management, business process automation, workflow, records management, document imaging and webform software.. Laserfiche is headquartered in Long Beach, California and has offices in Mexico, United Kingdom, Hong Kong, Shanghai and Canada. Make FINRA Compliance a Breeze with Laserfiche Vault. ERM technology is different from imaging or document management systems that specialize in paper capture and document management. Rating is available when the video has been rented. The components of the RME repository are flexible enough to allow you to customize your records management system to … The following lessons will provide learners an understanding of how records management works with Laserfiche solutions. Laserfiche created a secure storage location for records of all media types – paper, electronic, photos, as well as audio and video files. Learn how your workplace can take control of its content, automate day-to-day processes and more. A retention schedule is a collection of rules, usually dictated by compliance regulations, that governs how records are to be stored and for how long. Laserfiche Certification ... Video Tutorials. Physical records management isn’t practical for organizations with limited storage space or a wide variety of information formats. Reduce the cost of compliance with electronic records management. ... Release Summary. Yet after working with numerous clients, especially government organizations, that want to move from paper archives to electronic formats or maintain a hybrid of both, I know the transition brings its own set of questions and business needs. There are two important archival certifications to consider: The Department of Defense (DoD) 5015.2 certification and the Victorian Electronic Records Strategy (VERS). Laserfiche, a leading global provider of intelligent content management and business process automation — announced registration is open for Laserfiche Spark, a free video broadcast showcasing digital transformation tools and trends and the latest developments in Laserfiche software. This short video clip includes additional reasons that organizations have chosen an electronic format. Laserfiche Records Management Edition (RME) serves as a foundational component of information governance at thousands of organizations around the world. 'We are seeing a paradigm shift in the way that … Webinar Clip: Transparent Records Management. Short demos assisting user in learning. This feature is not available right now. Records Management with Laserfiche 10 This course is designed for users who have taken a records management role at their organization. We offer an on-demand video library, onsite training, and remote, web-based training. That's an interesting concern Danielle. When implementing records management, you will first need to create and configure record series, and then create record folders and records within them. The information contained in this document represents the current view of Compulink Management Center, Inc on the issues discussed as of the date of publication. Managing records in an electronic format is the most secure way to ensure that every document in your archive is maintained in both a compliant and easily retrieved format (just ask anyone who has had to pull paper records during an audit or discovery for a lawsuit). - Duration: 10:04. The Buyers Guide to Document Management eBook, View short video demos that assist with user learning. Watch our latest video to learn how electronic records management can give you a 360 degree view of your records, making it easier than ever to enforce and execute compliance strategies. Metadat… Discover how electronic records management can help your business prepare for an audit, protect sensitive records and more. An ERM system should offer multiple ways to track every single interaction with a record from the moment it is created to the day it’s destroyed. Distribution and active use iii. Join the local Laserfiche community in your area. Discover how Laserfiche Cloud can transform your organization with secure content management tools, e-forms and enterprise process automation that’s easy-to-use. Discover how your organization can go paperless, manage digital content, automate day-to-day processes and more. Planning your Records Management System Laserfiche RME is designed to function as an integral component of a well-designed records management system. Laserfiche Training; Laserfiche Webinars & Workshops. Please try again later. 42:56. The Biblethumpingwingnut Network Recommended for you Creation ii. Attend a live webinar to learn how to transform your workplace. SDK. asked on May 24, 2016 Hi, When i click through the Laserfiche Administration Guide I noticed some topics has video tutorials embedded in the page. In the words of Justin Pava, Principal Technical Product Manager at Laserfiche, “The best records management solution is one you don’t need to think about.” Laserfiche Records Management Edition (RME) functions as an integral part of a well-designed records management program. How do we maintain control once records are living in a new software system? Records lifecycle i. Attend a live webinar to learn how to transform your workplace. When moving to a digital format, it’s especially important to not only maintain but improve control of your records at every stage of the record life cycle. Achieving Operational Excellence Through Records Management, Forrester New Wave for Cloud Content Management, The Difference Between Document and Records Management. The Buyers Guide to Document Management eBook, View short video demos that assist with user learning. ... Get in touch to see what Laserfiche can do for you! Retention schedules are created and defined in the Laserfiche Administration Console and are applied to record series, record folders, or individual records in the Laserfiche Client or Web Access. Get your Laserfiche Vault Compliance Guide to learn more. Records in Laserfiche are stored within record series (which contain the rules by which records will be governed) and record folders (which contain records that are at the same life cycle stage). New records cannot be filed into closed record folders except by users granted the Close/Reopen Folder entry access right. Make FINRA Compliance a Breeze with Laserfiche Vault. There were many key benefits the City realized with Laserfiche. Webinar Clip: Importance of Certifications. Laserfiche Records Management Edition comes with the ability to do exactly what you need in this scenario. Laserfiche strikes a … 1 . Hear best practices on document management and automation. Records enter their retention period after they are cutoff. Web Client. 2-certified software that transforms paper records into digital, accessible organizational assets. Laserfiche Testimonial: Christian Moore, Technical Assistant, Riela Yachts Register for Empower 2021 — broadcasting worldwide February 22-26, 2021. Automated task reminders ensure nothing falls through the cracks. Laserfiche users seeking to integrate Microsoft CRM have the ability to display documents associated with leads, contacts, accounts or sales literature right through Microsoft CRM. A dependable, efficient records management system can help meet these challenges without drastically altering business operations. This clip outlines the operational, legislative and legal guidelines of these certifications. Watch a 2-minute demo of Laserfiche. Expand your opportunities by becoming Laserfiche Certified! 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