View the full webinar recording here: http://www.alfresco.com/about/events/ondemand This webinar reviews: - The importance of Records Management - Exploring RM terminology and standards - An overview of the Alfresco Records Management solution But why bother with Records Management? The bottom line is that: 1 - There is a legal requirement to manage company information 2 - RM is used to prove who knew what, and when 3 - Badly managed records could be a liability There are 3 main Records Management standards: 1 - ISO 15489:2001 (Best practice) 2 - DoD 5015.2 (US Dept of Defense standard) 3 - Moreq2 (European Union standard) Getting user buy-in with Records Management is key... it's not just about technology. It must be simple enough to encourage end users to actually comply! The live webinar also includes a demo, and extensive Q&A.

1. Records Management with Alfresco Paul Hampton Product Marketing Director Alfresco “ The Art of Throwing Things Away”

2. Agenda The importance of Records Management Questions and Answers Demo Overview of Alfresco RM Solution Exploring RM terminology and standards

3. The Power of Information Thanks goodness for Records Management & the Freedom of Information Act

4. “ Records Management” "The field of management responsible for the efficient and systematic control of the creation, receipt, maintenance, use and disposition of records, including the processes for capturing and maintaining evidence of and information about business activities and transactions in the form of records" Records Management "information created, received, and maintained as evidence and information by an organization or person, in pursuance of legal obligations or in the transaction of business". Records

6. AIIM Research “ As can be seen, 28% of organizations would take more than a month to produce documents for a legal discovery process, and there is a suspicion that those declaring 2-4 weeks are more in hope than truth, since this period is mandated in a number of data protection and freedom of information rules.” Source: State of the ECM Industry 2009, AIIM

11. Physical Records Non-electronic

15. RM Aspects Type = Report Type Attributes... Subject Report date Business area Type = Contract Type Attributes... Customer Effective date Value Type = Email Type Attributes... Subject Sent By Sent To Type = Physical Type Attributes... Format Aspect = RM Record Aspect Attributes... Record identifier Classification code Creating organisation Date of record

17. Alfresco Share RM Site

18. RM Site View RM Menus: Fileplan Records Search Records Report

19. Fileplan View

20. Fileplan View

21. RM Details

22. Adding a New File File Upload

23. Select File

24. Upload

25. Undeclared Record

26. Setting RM Attributes

27. Now Declared Record

28. View Record Preview Attributes Actions

29. Multi Document Upload

30. Multi Document Upload

31. Multi Document Upload

32. One Record Declared

33. Record Search

34. Time Moves On Reset system date: Moved forward by 8 days

35. RM Reports

36. Record Needs Review Review RM Action

37. Reviewed

38. Time Moves On Reset system date: Moved forward by 1 month

39. Records Requiring Cut Off

40. Cut Off Action RM Action

41. Record Cut Off

42. Records Requiring Destruction

43. Destroy Action RM Action

45. Questions? Paul Hampton Email: [email_address] Twitter: PaulDHampton