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Training
LIVE trainings and demos
Boost your knowledge about Content Manager and other records management hot topics with these live trainings and demos.
Click the link below to register for each session you plan to attend. If you experience issues registering to any of the below sessions, try our troubleshooting tips.
| Topic and Registration Link | Date and time |
|---|---|
| Year-End Records Management Cleanup and Tasks | December 18, 2024, 10am-11am |
| Email Management | January 9, 2025, 10am-11-am |
Records Management Training in NEOGOV
The below classes are available online to all King County employees via NEOGOV, the KC eLearning portal.
| Class Title and Link | Audience | Duration |
|---|---|---|
| Basic Records Management | All employees | 15 minutes |
| Records Management for Managers and Supervisors | People leaders | 11 minutes |
| Basic Records Management for Elected Officials | Elected officials | 15 minutes |
Content Manager (CM) Training in NEOGOV
The below classes are available online to all King County employees via NEOGOV, the KC eLearning portal.
Note: Content Manager was upgraded in March 2024. The courses below were built with the previous version, which has some very minor interface changes. However, the processes described in these trainings are identical.
| Class title and link | Audience | Duration |
|---|---|---|
| CM Digital Folders | All employees | 30 minutes |
| CM Filing E-Records | All employees | 30 minutes |
| CM Searching | All employees | 30 minutes |
| CM Physical Records | Records management leads | 30 minutes |
How to access courses in NEOGOV
- Follow one of the above links to navigate to a specific training
- Select Enroll
- Select Start to launch the course
You can also watch a video on how to search for training in KC eLearning.
Supplemental job aids and other training materials documenting all processes are available on the Job Aids page.
Recordings of Past Trainings - General Records Management Topics
- Cutoff Dates - 6/8/2023 (1 hour)
- Disposition Authorities - 3/23/2023 (1.5 hours)
- Dispositioning Records - 9/12/2024 (1 hour)
- Drafts - 5/14/2024 (30 minutes)
- Email Management - 10/10/2024 (1 hour)
- End of Year Cleanup - 12/20/2023 (1 hour)
- File Plans - 3/23/2023 (1 hour)
- Folder Structures - 4/27/2023 (1 hour)
- Managing Records in OneDrive - 11/1/2022 (1 hour)
- Managing Records in SharePoint or Teams - 11/14/2024 (1 hour)
- Naming Conventions - 8/8/2024 (1 hour)
- Physical Records - 7/11/2024 (1 hour)
- Share Drive Cleanup - 8/10/2023 (1 hour)
- Transitory Records - 9/28/2023 (30 minutes)
- Using Retention Schedules - 11/28/2023 (1 hour)
Recordings of Past Trainings - Content Manager (CM)
- Cleanup and Editing - 7/23/2024 (1 hour)
- Digital Folders - 3/9/2023 (1 hour)
- Document Queues - 4/11/2023 (1 hour)
- Filing Electronic Records - 9/24/2024 (1 hour)
- Filing from SharePoint and Teams - 6/21/2022 (1 hour)
- Filing Emails from Outlook - 7/21/2022 (1 hour)
- General Navigation - 10/17/2023 (1 hour)
- Opening, Exporting and Sharing Records - 9/13/2022 (1 hour)
- Searching (General) - 10/22/2024 (1 hour)
- Search (Advanced) - 11/7/2024 (1.5 hours)
- Use Cases - 9/27/2022 (1 hour)
- What and When to File - 5/10/2022 (1 hour)
Also, check out our short (5 minutes or less) pre-recorded demos about how to perform specific tasks in Content Manager (CM).