InSight RIM Software Training Modules

Information Network International wants the users of our software to be successful. We offer training modules for everyone involved in the records and information management. We offer flexible scheduling. Call 713.869.88756 to discuss which training options are best for you. 

Introductory Level

Topic

Fundamentals of InSight RIM Software

Course Description

This course is designed for new users of InSight. It covers basic topics such as adding and classifying records, check-in, check-out, searching, and finding records.

Recommended for:

  • Records administrator
  • Records manager
  • Records analyst
  • End user
Fundamentals of Utility Features
This course is designed for InSight users who will be applying retention schedules, adding classifications, creating class templates, importing record metadata, and designing label formats.
  • Records administrator
  • Records manager
  • Records analyst
Fundamentals of InSight Administration
This course is designed for InSight users who responsible for purging the records database, setting systems, and adding enhancements that improve the workflow of managing records.
  • Records administrator
  • Records manager
  • Records analyst
Fundamentals of InSight Work Group View Administration
This course is designed for InSight users who do user administration. It covers topics such adding and deleting users, assigning security settings, and running security reports.
  • Records administrator
  • Records manager
  • Records analyst

Implement and Deploy

Topic

Course Description

Recommended for:
Implementation, Conversion, and Deployment Planning
This module provides customers with the ability to work one-on-one with a senior consultant to develop a complete deployment plan for their InSight installation.
  • Records administrator
  • Database administrator
  • Workstation support
  • Network support
Installation Administration and Deployment Packaging
This module provides customers with the ability to work one-on-one with a senior consultant to deploy and administer InSight software.
  • Records administrator
  • Systems administrator
System and Security Roles
This module is designed to help records administrators to learn about system and security roles and develop a schema for deployment within their environment.
  • Records administrator
ODBC Component Installation
This module provides customers with the ability to work one-on-one with a senior consultant to install ODBC connections between InSight and outside databases.
  • Database administrator
  • Workstation support
  • Network support

Advanced Features, Functions, and Workflows

Topic

Course Description

Recommended for:
Fundamentals for Main Suite to Record Center 
This course is designed for main suite users who are ready to increase productivity by automating workflows using InSight's administrative features.
  • Records suite users and trainers
Advanced Conversion Topics
Learn best practices in data mapping analysis, data cleansing, and data normalization techniques.*
*Requires experience with Microsoft Access.
  • Data analyst
  • Database administrator​
Application Integration and Customization, Entity Relationship, Report Administration
Learn best practices in data mapping analysis, data cleansing, and data normalization techniques.*
*Requires experience with Microsoft Access.
  • Data analyst
  • Database administrator
Best Practices in Destruction Management Processes
Learn best practices in creating destruction reports, getting engagement from internal stakeholders, and executing successful purge processes.
  • Records administrator
  • Records manager

Implement and Configure Optional Modules and Features

Topic

Course Description

Recommended for:
InSight Extension
Setup, administer, and learn to use InSight Extension - Interface with Microsoft Office Suite (Excel, PowerPoint, Word and Outlook Mail)
  • System administrator
InSight Shared
Setup, administer, and learn to use InSight Shared - Interface for Microsoft Office SharePoint Server 
  • System administrator
InSight EveryWhere
Setup, administer, customize, and learn to use InSight EveryWhere - Interface with Organization's Intranet
  • System administrator
E-Document Manager
Setup, administer, customize, and learn to use InSight's E-Document Management feature 
  • System administrator

InterLink Administration

Topic

Course Description

Recommended for:
InterLink with Retention Manager Software
Setup, administer, integrate, and learn to use InterLink with Retention Manager.
  • Records manager
  • Records administrator
InterLink Storage Vendor Integration
Setup, administer, integrate, and learn to use InterLink with Iron Mountain and other storage vendor systems.
  • Records manager
  • Records administrator
InterLink Multiple Holds
Setup, administer, and learn to use Multiple Holds InterLink. Assign multiple holds to single records.
  • Records manager
  • Records administrator
  • Legal department user
  • Network administrator
InterLink Searchable Seismic Data
Setup, administer, and learn to use searchable InterLinks with seismic data, GIS data, and well files.
  • Database administrator
  • Network administrator
  • Data analyst
  • Records analyst
InterLink Integration with External Systems
Setup, administer, and learn to use custom OSBC database integrations.
  • Database administrator
  • Network administrator
  • Data analyst

Ready for training?

Call us at 713.869.88756, email support@iniinc.com or fill out this form to contact us about training.