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You can automate most of the records management processes.

In this video I'm just going to set up one rule

to autocomplete records.

but you can set up as many rules as you need

to automate your records management system.

Start off by hovering over a category or a folder in the file plan

and clicking More

and then Manage Rules.

Then select Create Rules.

Enter a name for the rule, and then a description.

If you're creating lots of rules you may want to have a naming system to follow.

Next, select when the rule will be run.

In this case I'm going to select when items are created or enter this folder.

Next, you need to select the trigger, or multiple triggers, for when the rule is run.

This will be when an item enters the folder or is created in the folder

and one or more things do apply, or don't apply, or both.

You can select from a range of records management related options.

I'm going to select to trigger the rule if the record enters the folder

and it isn't yet complete.

Then you select what will happen to the records when the rule is triggered.

I'm going to select to complete record.

I'll apply this rule to subfolders and leave the other options as they are

then click Create.

You can see a full summary of the rule you've just created

and you also have the option to edit it or create further rules.

Now I'm going to test that the rule is working.

I'll go into the Unfiled Records area of the file plan

and I can see that there's an incomplete record there.

If I select More, and the File to

I'll then select a folder that's in the category where I just created the rule.

And if I go to that folder, I can see that the record has automatically been completed.

For more infomation >> Alfresco Governance Services 2.6 - Automate the file plan - Duration: 2:46.

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Ask Admissions: What services does the Career Center offer? - Duration: 1:15.

Hi everyone. My name is Kaci Abel and I am an admissions counselor here at the

University of Illinois. And I'm Chris Wallace. I'm an admissions counselor at

the University of Illinois as well. And we're gonna spend a little time today

talking about our Career Center. So Chris, what type of services do we provide

students at the Career Center? So the the Career Center is actually full

of services for our students. So, for one, you can have career coaching. So you can

have an advisor who's right there with you, helping you obtain the career of

your dreams. And secondly, our Career Center also offers opportunities to help

with your interview process, so critiquing your resume, your personal

statement, and all those good things. So the Career Center offers a lot of

opportunities, including good job interviews. We have a lot of career

fairs every single year, and about 15,000 job interviews go on our campus every

single year. And that's actually a little over 15,000. Yeah, it's great. And we also

offer pre-health advising at the Career Center, as well. So if you're interested

in going to med school, law school, any type of professional school, they can

work with you out at the Career Center to make sure that you're

taking the right courses, and get you ready for that application process as

well.

For more infomation >> Ask Admissions: What services does the Career Center offer? - Duration: 1:15.

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Alfresco Governance Services 2.6 - Create a records category - Duration: 1:48.

The top level of the file plan is made up of record categories.

Record categories can contain further categories and record folders,

and it's in record folders that you store records.

Record categories hold the retention schedules

that manage how records are controlled.

You can create a record category at the top level in the file plan

or within another record category.

In the file plan go to the location where you want to add a new category

and then click New Category.

Now enter the details for the category.

Fields marked with an asterisk are required.

First enter the name, and then enter the title for the record category.

Next, enter a description of the record category.

The unique ID for the record category is generated automatically.

You can change this now, but you can't edit it once the category has been created.

If you want you can select the vital record indicator.

This defines whether records in the category have a review process.

The vital record indicator is applied to all record folders

within this record category.

Whether you select this or not you can also select a review period.

Reviews are recurring, based on the period you select.

When you're done, click Save.

And the new category displays in the file plan.

For more infomation >> Alfresco Governance Services 2.6 - Create a records category - Duration: 1:48.

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For more infomation >> Oracle - how to start net services oracle using command promp - Duration: 4:26.

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Alfresco Governance Services 2.6 - Processing records - Duration: 1:33.

Once a retention step has been completed

then additional options are available for folders or records,

depending on whether the retention schedule is set up to folder or record level.

Although retention steps normally take place over a number of years

in this video we'll show them happening immediately.

Hover over a record in the file plan and click More

and you'll see that a Cut Off action is available.

Click Cut Off to begin the record's retention period.

An icon indicates that the record has now been cut off.

If you clock More again, you'll see that you also have the option to undo the cut off.

The action option now changes to Destroy,

the final step in the schedule.

Click Destroy then click OK to confirm you want to destroy the record.

Click OK again, and the record will be permanently deleted.

The thumbnail of the record is removed

and a new icon indicates that the record has been destroyed.

You'll see most of the record options have now been removed.

and if you click on the record

you'll see that record content has been removed from the record management system.

For more infomation >> Alfresco Governance Services 2.6 - Processing records - Duration: 1:33.

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Alfresco Governance Services 2.6 - Add a record type - Duration: 1:19.

All records in the File Plan have metadata

which you can think of as a records properties.

Adding record metadata isn't required

but can be useful to allow additional metadata to be added against a file.

If you associate the record with a specific record type

then additional metadata options are required for the file.

You need to complete all the required metadata

before you can set a record to complete.

Hover over an incomplete record in the File Plan

and click More then Add Record Metadata.

The available record types are displayed.

You can also select multiple types in the standard multi-select way.

Now click OK.

Icons next to the record show the record types that it's been associated with.

If you look at the record details

you can see the new record type metadata.

Some record metadata is mandatory and must be completed

before you can set the record to complete.

For more infomation >> Alfresco Governance Services 2.6 - Add a record type - Duration: 1:19.

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How to Target Specific Business Types Selling Merchant Services - Duration: 3:57.

I'm really excited about this little mini series.

I've been enjoying doing these little mini series.

For one thing it kind of allows me to kind of batch and get a lot of content out to you

guys at the same time, so I can think through it.

Also I think it is important to dive deep into things and understand it.

In this mini series, I'm going to talk to you about how to sell specific business types.

By way of introduction, this particular episode, I really want to talk to you about why you

should target specific business types when you are selling merchant services.

The reason you want to target specific business types, there are several.

The first one is that it allows you to create a custom opening pitch.

When your pitch is customized at the beginning, it really just enables you to get a much better

response during those first five to ten seconds, which any good sales person will tell you,

are the most important measure of time there, right at the beginning of the sale.

Either you are going to grab their attention, or you are not.

If you don't grab their attention, you have no chance of selling them.

When you can customize an opening pitch, it is super important.

That's the number one thing, it allows you to customize the opening pitch.

#2.

It allows you to customize your value proposition.

We are going to talk about in these upcoming videos.

How should your pricing change if you are selling a pizza shop versus a jewelry store.

Those are very, very different things.

I'm going to talk about what challenges each of these business types space in terms

of payment processing and how you can create a value proposition specifically for them.

So it allows you to customize your value proposition.

There will also be things like the technology as well.

There are certain point of sales systems that would work really well with some business

types.

Some business types don't need a point of sales system.

It goes back and forth.

#3.

It allows you to customize your marketing materials.

This to me is really going the extra mile, but it makes total sense.

One of the things I'm really a big believer in and something where I think a lot of people

miss opportunities is that you don't look at your merchant services operation as a business.

You look at it and you treat it like a job.

You think about it like a job.

That can really hurt you because there are big opportunities that you can have.

For instance, when me or my team of sub agents would go out and sell pizza shops, I would

actually get, if I had two or three sub agents on that, I would literally get them new business

cards.

The business card would have a little pizza shop and it would be like pizza shop payment

pros, whatever, and it would talk about pizza shops.

I would get a little trifold brochure about what we can do for pizza shops.

Here is the point of sale system we recommend for pizza shops.

Everything was about pizza shops, so when they went in they would have that information.

You are like, "Oh my, that must be so expensive."

Not really, you go to Staples and it is like $10 to get business cards.

You don't need very many.

You need like 100 business cards because there are only so many pizza shops in your area.

So I would get a few business cards customized.

Then I would get the trifold brochures.

They are a little more expensive, but you don't need that many.

You might need a hundred of those.

It's not going to cost me tons of money.

For a couple hundred dollars, you can create for yourself a 30 to 90 day campaign, where

you are going after a specific business type.

I really want to encourage you throughout this mini series and through this video specifically

think about how you can target specific business types, and how can you invest a couple hundred

dollars to customize your approach and take maybe a day or two to set up the campaign,

so that you can just really go after it and take 30 to 90 days to really just go after

it and get as many of these pizza shops or whatever it is as you can possibly get on

board.

I can tell you that if you spend a couple hundred bucks and then you work really hard

for 30 to 90 days, you are probably going to end up making thousands of dollars off

of that.

That's a really good investment.

So those three things you can really customize, your opening pitch, your value proposition,

and your marketing materials.

Now let's dive in, if you are listening to this or watching this and it's already

a little further in the future.

Hopefully, you can see the next video in the mini series, if you are watching this right

when I put it out.

Tomorrow you are going to see the first one.

I'm going to kind of go through some of the business types that I think we most commonly

sell in the industry, and I'm going to talk about the value proposition and what you need

to understand in order to sell these specific business verticals.

My name is James Shepherd.

Thanks for reading!

For more infomation >> How to Target Specific Business Types Selling Merchant Services - Duration: 3:57.

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Alfresco Governance Services 2.6 - Create a records folder - Duration: 1:41.

Record folders are where you store records in the file plan.

To add a record folder navigate to the category where you want to add a folder

and then click New Folder.

In the new Record folder box enter the details of the new record folder.

Fields marked with an asterisk are required.

First enter the name for the record folder

and then the title.

A unique ID for the record folder is generated automatically.

You can change this now, but you can't edit it once the folder's been created.

If relevant, you can also specify a physical location

for records contained in this folder.

If your Records Administrator has set up any supplemental markings

then these will also be available for selection.

If required, you can select the Vital Record Indicator option.

This defines whether records in this folder have a review process.

If you do select this option it will override any

vital record indicator set in the category.

Whether you select this or not you can also select a review period.

When you're done, click Save,

and the new folder is now shown in the file plan.

For more infomation >> Alfresco Governance Services 2.6 - Create a records folder - Duration: 1:41.

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Ask Admissions: What health services do you have on campus? - Duration: 0:52.

So Kaci, what health services do we have on campus? Sure, so the McKinley Health

Center is located right on campus. That really can be your spot for if you're

sick for any particular reason. Or if you need to schedule regular appointments,

you can do that with the nurses and doctors that are out at McKinley Health

Center. And again, that's right here on campus.

They also have a pharmacy where you can pick up any prescriptions that you would

need, as well. Chris, do you want to touch on any mental health resources

that are on campus? Absolutely. So McKinley actually has a mental health

resource center within it. So you are able to go and...want a walk-in

appointment or either you can call and create an appointment for yourself over

the phone. So we have mental health services available to every student if

you need it.

For more infomation >> Ask Admissions: What health services do you have on campus? - Duration: 0:52.

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Alfresco Governance Services 2.6 - Create classification guides - Duration: 2:26.

You'll often have a number of common classification requirements for different types of content.

For example, all staff records may require the same security levels to access them.

Instead of setting these individually. you can create classification guides

to use as templates for classifying content quickly and accurately.

Each guide is made up of one or more topics, with each topic containing further subtopics, or sets of instructions.

The instructions contain details of the required security classification and security controls.

When people are classifying content they can add these instructions

so that the content is automatically classified.

To create a classification guide, start off by clicking Admin Tools

and then Classification Guides.

The steps that you need to follow to set up a classification guide are displayed on the screen.

Start of by clicking New Guide

Enter a name for the guide

and then enter an originating organisation, such a s government or other body.

Enter the guide publication date. This is the date when the guide will be made available.

And then select either On or Off for the guide status.

If you select on it'll be available to users now, even if the instructions haven't been completed.

You can always change the guide status later.

When you're done, click Save.

Now click on the name of the guide you've just created, and select New Topic.

Enter a name, and if you want, a description for the topic.

And you can now choose to add further sub-topics

or you can just go straight ahead and add instructions to this topic.

First of all select the security classifications for the topic.

and then select the security marks for the topic.

When you're done, click Save.

Now, when users are classifying content

they can quickly select these instructions

and the content will be automatically classified

with all the details that you've just set.

For more infomation >> Alfresco Governance Services 2.6 - Create classification guides - Duration: 2:26.

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Alfresco Governance Services 2.6 - Easy access records - Duration: 1:04.

You can create records from non-Records Management sites

and add them straight into the File Plan.

In the Document Library of an Alfresco site

find the file you want to declare as a record.

Hover over the item and click More, then Declare as record.

An icon shows that the file has been declared as a record.

It now has a limited set of actions available

and is locked so it can't be edited.

You can't declare a record if you permission level for the site is consumer,

or if the file is locked or synced with an Alfresco in the cloud site.

The file is added to the Unfiled Records folder

in the explorer panel of you Records Management site.

You can now go and file the record in your File Plan.

For more infomation >> Alfresco Governance Services 2.6 - Easy access records - Duration: 1:04.

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Alfresco Governance Services - Import Records Management data - Duration: 1:16.

You can load Records Management test data, which creates a sample File Plan that you can use to get started.

The test data is intended to give you an idea of how the File Plan is structured; you don't need to load it if you don't want to.

Click the tools icon on the Record Management site dashboard to customize the dashboard.

Click Add Dashlets and drag and drop the RM Data Set Import dashlet onto the columns below.

Now click OK to save the dashboard configuration.

The Import Data Set dashlet is added to the site dashboard.

Select DOD515 Example data from the Data set menu

on the new dashlet, and click Import.

A sample File Plan and associated data is imported to your Records Managment site.

You can explore and edit the File Plan as you would a plan you created from scratch.

For more infomation >> Alfresco Governance Services - Import Records Management data - Duration: 1:16.

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Alfresco Governance Services 2.6 - Set user permissions - Duration: 2:01.

To ensure the security of your Records Management system

you can easily manage user permissions to control which users and groups

can see and work in different sections of the File Plan.

Roles and capabilities are managed by the Alfresco administrator

and control the actions user have within the File Plan

such as the ability to create record categories or record folders.

User permissions are managed at folder and category level

and control whether users can read and file, or just read.

When you're in the folder or category you want to set permissions for in the File Plan

click Manage Permissions.

If a user hasn't been given permission to read a folder or category

then they won't see it in the File Plan.

Only Record Management Administrators are granted access

to all areas of the File Plan by default.

You can change existing user permissions or remove them entirely.

Click Add User or Group and enter the name of an individual user,

group, or a Records Management role, and click Search.

All user, groups, and roles matching the search are displayed.

Click Add next to the user group or role that you want to add permissions for.

You can add permissions for as many users groups and roles as you want.

Now select either Read and File or Read Only.

Read and file allows users to work with content

whereas users with read only permission can only read content.

When you've finished, click Save to return to the File Plan.

When you've finished, click Save to return to the File Plan.

When you've finished, click Save to return to the File Plan.

The permission you've set are now applied to the folder or category you've selected

and any folders or categories it contains.

You can change these as needed on a folder or category basis.

For more infomation >> Alfresco Governance Services 2.6 - Set user permissions - Duration: 2:01.

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Alfresco Governance Services 2.6 - Create retention steps - Duration: 2:31.

To create retention steps, hover over a record category in the file plan

and click View Details.

The Category Details page displays, showing the retention schedule summary.

In the Retention Steps section, click Edit.

The Edit Retention Schedule page displays.

Click Add Step to select a retention action.

There are several actions, but only two of these are available to begin with.

Cut Off is usually the first step in a retention schedule.

Once a record is cut off, this triggers the records retention period.

Next, select whether the action will be triggered after a period of time

or when a specified event occurs.

If you select after a period of time, select the time period

after which the step action will take place.

then enter a description for the step.

and when you're done, click Save.

Now clock Add Step to add the next step in the schedule.

You can see that more options are now available.

If you select Destroy, then at the end of their life records are

removed from the records management system and destroyed.

Again, you need to select whether the action will be triggered after a period of time

or when a specified event occurs.

Click Add Event to select an event.

If you select both, you can select for the event to occur either

after whichever event is earlier

or after both events have been completed.

You can select to keep the record metadata after record destruction

or to completely remove it from the system.

Now enter a step description, and the click Save.

When you've entered all the required steps, click Done.

You return to the Category Details page

which displays the retention steps.

You can click View Description to the right of the step to view the description.

For more infomation >> Alfresco Governance Services 2.6 - Create retention steps - Duration: 2:31.

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For more infomation >> Energy Efficient LED Lighting Services | Diversegy LED Up-fitting - Duration: 0:35.

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Alfresco Governance Services 2.6 - File records - Duration: 1:14.

Filing records is the process of

putting them into the correct location in the File Plan.

There are three ways that you can create records,

You can create a record by uploading files,

You can create a non-electronic record

that references a physical record such as a paper record or microfilm,

and you can select an item in another Alfresco, non-Records Management site

and declare it as a record.

In the record folder where you want to file a record, click File.

Click Electronic to file an electronic record.

Now, you can either click Select Records to File

Now, you can either click Select Records to File

and find the file that you want to upload,

You can also select multiple items in the standard multi-select way.

New records display in the File Plan as incomplete records.

You need to make sure that all required metadata is added

before you can set records to complete.

For more infomation >> Alfresco Governance Services 2.6 - File records - Duration: 1:14.

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Alfresco Governance Services 2.6 - Complete a record - Duration: 1:02.

Content added to the File Plan must be set to complete

before it's recognised as a record.

You can only set a record to complete once all required metadata has been entered.

Hover over an incomplete record in the File Plan and click Complete Record.

Incomplete records are marked as such.

If mandatory metadata hasn't been completed

then a message will let you know that it's missing.

Once a record is completed it comes under the control of the record category it's filed under

and security restrictions apply.

You can reverse this process by selecting Reopen Record.

You'll also see that new options are available.

For more infomation >> Alfresco Governance Services 2.6 - Complete a record - Duration: 1:02.

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Alfresco Governance Services 2.6 - Classify content - Duration: 3:01.

You can classify content and apply security marks, so it can only be viewed or accessed by users who have the required security clearance.

You need to have security clearance yourself and permission to edit content

before you can classify it.

In the document library of an Alfresco site, hover over a file and select More, and then Classify.

You can also classify folders, and in the Records Management site

records, folders, and categories, in the same way.

You can classify using both security classification, which is the predefined security group, and security groups.

You'll only see the classification options that you have security clearance for.

And you can't classify at a higher level than your own security clearance.

You can classify content manually or automatically, by adding instructions

from a classification guide.

If you add instructions then all the classification details are completed for you automatically.

You can also delete instructions that you've applied, and then classify manually.

Select a classification, and then select the classification agency.

Then, choose one or more classification reasons from the list of available reasons.

If you want you can also add a downgrade schedule or a declassification schedule,

A downgrade schedule is when the file is downgraded, for example from Top Secret to Secret.

And a declassification schedule is a schedule for when the file should be declassified.

This means settings its classification level to unclassified.

If you select one of these then make sure you enter the required details.

Downgrade and declassification schedules aren't automated and any reclassification needs to be done manually.

You can click on security classification and security groups to show and hide them.

To add further security controls to files, just click

on each security group mark that you want to assign to the file.

and when you're done, click Classify.

And you can see that the file is now marked with the classification level that you've set.

Now if a user without the required security clearance

was to logon to Alfresco, then they wouldn't see this file in the document library.

And even if they search for it, it still won't be available.

For more infomation >> Alfresco Governance Services 2.6 - Classify content - Duration: 3:01.

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Alfresco Governance Services 2.6 - Set security clearance - Duration: 1:46.

To set security clearance you assign security marks to users.

Once marks are applied to content, then users can only see that content

if they have the required security clearance.

You need to have the Alfresco Administrator role to set security clearance.

And you can't change the clearance level of Alfresco Administrators.

Click Admin Tools, and then under Security Controls, click Assign.

You can choose to see the clearance for groups and users

or either groups or users.

And you can also search for specific users or groups.

You can see the security clearance that each user has for the predefined Classification group.

And if you hover over details you'll see the security clearance that they have for all additional groups.

To change security clearance hover over a user

and select Set Security Controls.

And then you just click on each security mark that you want to assign to the user.

Marks that are inherited from another group aren't shown here, only marks that are assigned directly to this user or group.

When you're done click Apply, and any change that you've made to

the security marks assigned to the user or group are applied.

Then when you hover over details again, you'll see their new security clearance levels.

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