You will learn the composition of a record series which includes your retention policy, your organization’s content type examples, and the supporting legal citations. We will also look at private comments and the audit trail of changes.
This will allow you to manage and navigate through a defensible retention schedule.
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You will learn about the composition of a citation which includes the details within the citation, and how to find citations that have changed which may impact your retention schedule.
The list of citations is kept up to date with changing regulations by the team at IGS, so you will always be informed about any changes that may affect your retention policies as you navigate through your citations.
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We will be covering administration and user management within the Virgo Admin Tab which provides your company information, control of your user logins and user database and a security log that tracks user activity.
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You will learn where to access our frequently asked questions, knowledge base, user groups, as well as submit a request for expert support to IGS on the Virgo application.
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You will learn how to edit, add, copy, merge, delete, and inactivate record series in your retention schedule.
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You will learn about the different standard view options, how to search, sort, and filter record series and citations, customize your view, and share your view with a colleague.
Once you have your custom view, you can export it to a report or other systems.
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You will learn how to view standard reports, create ad hoc and custom reports which can be generated in a variety of formats.
This will allow you to build, manage, and publish a defensible records retention schedule.
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Retention Schedule Software
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