Content Manager
Content Manager - Training Dataset
Our Content Manager training Dataset is a space designed to help users gain skills and experience without impacting the live system.
The training environment can be accessed by any member of staff…
Content Manager - Documents checked out
Documents checked out
A record’s usual Edit Status is “Checked In” If the Edit Status is “Checked Out”, you can check it in using the edit pencil in the View Pane.
To check all records still…
Content Manager - Disposal
All staff share a responsibility for records management, including disposal. Each work unit is encouraged to integrate a regular records disposal program into their routine operations to ensure that…
Content Manager - Microsoft Add-ins
Enable an Add-in
Use Content Manager within Microsoft by enabling integration with desktop applications Word, Excel, PowerPoint, Outlook
Make sure Microsoft programs are closed.
Open Content…
Content Manager - Add a Dataset
A Dataset holds the information we capture into Content Manager and provides all the necessary functionality to store and retrieve records. SCHN has two Datasets, one production and one training.…
Content Manager - Installation
If Content Manager has not been used on a workstation it will need to be installed.
This should only be needed once per machine.
When working from home, Content Manager will be already installed on…
Content Manager - Troubleshooting
I can't log into Content Manager
Do you have access? Have you completed training and submitted an access request?Content Manager at SCHN (Intranet)
Are you working from home?Content Manager -…
Content Manager - Agreements
Agreements form part of the business of SCHN and they must be kept and maintained to indicate the activities of SCHN. SCHN has an extensive number of agreements which are stored and maintained in…
Content Manager - Revisions and Finalise
A list of all versions of your document can be found in the record Properties tab titled Revisions.The top item in the revisions list represents the previous revision, not the current revision.…
Content Manager - Assigning documents
Incoming correspondence is distributed to various locations/staff to create a response or provide a comment.
In Content Manager we use staff positions otherwise known as Locations to assign these…
Content Manager - Bulk Record Movement
Moving Multiple Documents into Content Manager
Shared network and USB drives do not provide the necessary functions to effectively manage information and records to meet the requirements of the NSW…
Content Manager - Print
Conduct a search. Search results will display on the screen.
On a document, right click and Tag All. Alternatively tag individual records or Untag any record not wanted in the report.
If you wish…
Content Manager - Navigation
Ribbon
This provides functionality within the system and the opportunity for you to customize the toolbars
Quick Search
Simple search function best used when limited results are expected – eg a…
Content Manager - Locations
Locations can be a place (Container) or a person (Position)
Place Locations - Containers
Right click on the document and go to Locations > Containers
OR click on the edit pencil in the View…
Content Manager - Using Classifications
Primary containers need to be created before a document can be saved into it. There are two main elements in the naming of a container, the Business Classification Scheme and Content Description.…
Content Manager - Creating - New Container
Primary Containers
A Primary Container is created on an as needs basis by the work area responsible for the subject.
Containers are most usually created annually and used for one year e.g. committee…
Content Manager - User Labels
You can create your own User Labels and apply them to records and locations. User Labels allow you to group items by using a common label for them and then find them by looking for them by their…
Content Manager - Master Folders
Master Folders are high level folders designed to hold containers of a business unit. These folders sort the activities within a business unit. A Master Folder is created per business unit which will…
Content Manager - Relate records
Keep associated records together by relating them.
Primary documents have a field for you to quickly add one related record
Relate multiple records
Enter as many related records as necessary. …
Content Manager - Access Controls
An Access Control is a specific privacy control allocated to a record. Access controls default to Unrestricted, so that all users can access that record (unless a security level or caveat has been …