Videos
The table below describes the training videos that provide additional support for Virgo.
| Video | Description |
|---|---|
|
|
Virgo Demo
Length: 5 minutes. |
|
|
Virgo Training Course
Length: 40 minutes. |
|
|
Virgo Dashboard
Length: 3 minutes. |
|
|
Navigating Content Types and Repositories
Length: 4 minutes. |
|
|
Working with Content Types
You will learn how to add and remove content types.
Length: 2 minutes. |
|
|
Navigating Record Series
You will learn the composition of a record series which includes your retention policy, your organization’s content type examples, and the supporting citations. We will also look at private comments and the audit trail of changes. This will allow you to manage and navigate through a defensible retention schedule.
Length: 4 minutes. |
|
|
Editing Record Series
You will learn how to edit, add, copy, merge, delete, and inactivate record series in your retention schedule.
Length: 4 minutes. |
|
|
Navigating Citations
You will learn about the composition of a citation which includes the details within the citation, and how to find citations that have changed which may impact your retention schedule.
Length: 2 minutes. |
|
|
Customizing View, Search, Sort, and Filter
You will learn about the different standard view options, how to search, sort, and filter record series and citations, customize your view, and share your view with a colleague. Once you have your custom view, you can export it to a report or other systems.
Length: 3 minutes. |
|
|
Generating Reports
You will learn how to view standard reports, create ad hoc and custom reports which can be generated in a variety of formats.
This will allow you to build, manage, and publish a defensible records retention schedule.
Length: 3 minutes. |
|
|
Administration and User Management
You will learn about administration and user management in the Virgo Admin Tab which provides your company information, controls of your user logins and user database, and a security log that tracks user activity.
Length: 3 minutes. |
|
|
Adding Users to Virgo
A brief overview on adding users to Virgo.
Length: 2 minutes. |
|
|
Virgo Employee Portal
You will learn how to navigate the Virgo Employee Portal.
Length: 2 minutes. |
|
|
Virgo Employee Portal Setup
You will learn how to set up the Virgo Employee Portal, which makes it easy to publish a dynamic, searchable Retention Schedule for your end users.
Length: 4 minutes. |
- To view the video tutorials, you must have access to the site that hosts the videos: vimeo.com. If your organization blocks access to this site, you will not be able to view the videos. However, the content of the videos is also covered by the Help topics.
- You can watch the video tutorials using Edge, Chrome, Safari, and Firefox. Please use the most up-to-date version available to ensure that the video plays correctly.