The table below describes the training videos that provide additional support for Virgo.
| Videos | Description |
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Navigating Content Types and Repositories You will learn how to create an inventory of your repositories and content using the Content Types tab and the Repositories tab in Virgo. You will also learn how to export this inventory to a spreadsheet or other document for future reference. Length: 4 minutes. |
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Working with Content Types You will learn how to add and remove content types. Length: 2 minutes. |
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Navigating Record Series 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. Length: 4 minutes. |
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Editing Record Series You will learn how to edit, add, copy, merge, delete, and inactivate record series in your retention schedule. Length: 4 minutes. |
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Navigating Citations 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 Access, so you will always be informed about any changes that may affect your retention policies as you navigate through your citations. Length: 2 minutes. |
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Customizing View, Search, Sort, and Filter 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. Length: 3 minutes. |
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Generating Reports 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. Length: 3 minutes. |
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Administration and User Management You will learn about administration and user management in the Virgo Admin Tab which provides your company information, controls of your user logins and user database, and a security log that tracks user activity. Length: 3 minutes. |
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Virgo Employee Portal You will learn how to navigate the Virgo Employee Portal. Length: 2 minutes. |
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Virgo Employee Portal Setup You will learn how to set up the Virgo Employee Portal, which makes it easy to publish a dynamic, searchable Retention Schedule for your end users. Length: 4 minutes. |
NOTES
- To view the video tutorials, you must have access to the site that hosts the videos: vimeo.com. If your organization blocks access to this site, you will not be able to view the videos. However, the content of the videos is also covered by the Help topics.
- You can watch the video tutorials using Chrome, Safari, and Firefox. Please use the most up-to-date version available to ensure that the video plays correctly.
- There are known issues between Internet Explorer and Vimeo, the site that hosts our videos. If you have problems playing videos in Internet Explorer, please play the videos in another supported browser: Chrome, Safari, or Firefox.