This article contains information for University staff only.

 

Please Note:  This course is not currently being scheduled.  If you wish to discuss your requirements, or to be placed on a waiting list, please contact edm@port.ac.uk.

 

Course Title:

EDM Beyond Essentials

Course Code:

EDM05

Course Duration:

2 hours

Course Aims:

To become conversant with the more advanced features of EDM and build on knowledge gained from attending EDM04 and general use of the system.

Course Pre-requisites

Participants must have attended the EDM04 Essentials course.

Course Objectives

By the end of the course the user should:

  1. Be able to create templates within EDM
  2. Be able to create documents from existing templates
  3. Understand the additional features of aliases and the Handy menu
  4. Be familiar with the Alert feature
  5. Understand, create and manage Reference Links
  6. Be familiar with the advanced search features, saving and printing search results, reports and snapshots
  7. Be fully conversant with the document approval cycle
  8. Understand all aspects of Version management
  9. Be able to render PDF Documents
  10. Have a detailed understanding of all object properties and metadata storage
  11. Be able to change the column display
  12. Have an awareness of User Preferences

Share
Email
Facebook
Twitter
Reddit
Subscribe
Enter your email address to receive a notification when the article is updated
Email Address
Subscribe
Unsubscribe
Share
To
Subject
Message
Send

Was this article helpful
Thank you for your feedback
How can we improve?