Retention Policy Basics

IRM Retention Policy Basics Training

Let’s go back to the basics, shall we?

What is retention in iManage Records Manager?

It’s basically a way to keep track of how long you’re supposed to keep your files. In many organizations, they have different time periods together and they just don’t understand how to translate that into the iManage Records Manager (IRM) settings.

In this IRM Retention Policy Basics Training class, there will be a one-hour virtual training where I will go over how you create what they call a Retention Schedule in IRM and how to create Retention Events that go into that schedule. Those are the two building blocks of how to put together those rules in the software.

Register for the class here.

A few other pieces will also be discussed. They are as follows:

How to place what’s called a “Hold.” 

You may have your rules put in place, but if there’s any sort of pending lawsuit against your company or your client or your firm, you will need to make sure any relevant files are not destroyed. That’s what the Hold is for. You need to understand how to put that hold into the system so that it stops files from being destroyed. 

Now, there are some pros and cons to that. I will teach you what the hold will do in iManage and what it won’t do during the class. It’s very important to understand that from a legal standpoint for your business.

How to run a report called a Disposition Eligibility Report.

The Disposition Eligibility Report is the native report in the iManage Records Manager software. You will use this report to then share that list of possible files to be destroyed with the responsible attorney or executive so they make the decision of whether or not those files can be destroyed. If not, which ones should be kept? You take that feedback and update your software accordingly.  

How to assign the retention schedules you built to a file.

How does it get done? How can you automate that process and make it simple? 

Once you have your retention schedules and assign them to a file, you are then ready to use a retention policy. I will show you how to update what’s called a Record Status on the file. When files are originally created, when they’re born, they’re listed as “Active” in the system. The retention policy allows you to go through and update the status of a file. Say the status of the file is now “Missing,” you want to list that on the file. You can now do that by having all your rules in place. Or if you want to destroy a file, you can do that as well and update its status to simply say “Destroyed.” 

All of these basics will be covered in this one-hour class: IRM Retention Policy Basics Training.

Sign up today!

You can choose one of two classes:

Tuesday, April 21st at 12pm EST/9am PST

OR

Friday, April 24th at 12pm EST/9am PST

Register by April 15th and save $50! Simply use the code 0HX1U2MI6R at checkout.

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