Livelink Training

Roem Limited, an independent entity from Open Text Corporation, provides tailored, on-site Livelink training solutions. Karen Roem, founder of Roem Limited, has established herself as a highly respected global Livelink training consultant, assisting in all aspects of the training process, from initial planning and design, through to development of bespoke materials as well as delivery of hands on training classes, finishing with consolidation and evaluation techniques. Roem Ltd can also assist with communication and follow-up, helping to find practical and measurable solutions that will make an immediate difference to the way your organisation manages and shares knowledge.

About Livelink
Training Solutions
Topics
Hints and Tips
Client Feedback
Contact Details
Copyright

About Livelink
Livelink ECM - Enterprise Server (formerly known as Livelink) is a collaboration and content management tool provided by Open Text Corporation. It is a platform independent, web-based application offering document and content management, business process automation, information retrieval, and virtual team collaboration, even if the organisation is geographically distributed. For more information, visit www.opentext.com.

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Training Solutions
We all learn in different ways, which means that many people don't get the most out of standard "off-the-shelf" courses. That's why we offer various training solutions, from one-to-one coaching to rollouts and upgrades, taking into account the reality of your company's setup, the various learning styles, ability levels and personal preferences:

• tailored hands-on training, ensuring course material accurately reflects your company's setup
• hands-off demonstrations and presentations, offering an efficient introduction to existing and/or improved Livelink tools
• train the trainer sessions, providing organisations' "super-users" the skills to create and deliver Livelink training
• virtual training, giving a cost-effective method for individuals and small teams unable to attend classroom style training
• computer-based training simulations, supplying an effective way to deliver materials to a broad audience

Roem Ltd operates with a small, carefully selected, team of experienced trainers, business analysts, records management specialists and projects managers who all have a wealth of Livelink knowledge.

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Topics
Roem Limited provides customised Livelink training courses including:

• Basic Livelink features and functionality (v8.1.5 - v9.7)
• Livelink Explorer
• WebDAV
• Administering Users and User Access
• Workflows
• Livelink Desktop
• Livelink eLink
• Project Workspace
• Livelink Virtualteams (from NetAge, an Open Text Affinity Partner)
• Communities

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Hints and Tips
Some top tips on the use of Livelink:

1. Quickly launch Livelink Explorer
   There is a variety of methods for accessing Livelink Explorer but by far the quickest is the following keyboard shortcut:
   
   • Press WIN+E
     (The WIN key is the key with the Windows logo on it, to the left of the ALT key.)

If Livelink Explorer is installed on your computer the Livelink Explorer icon is displayed at the bottom of the Folders list.
2. Creating an email hyperlink
   In Livelink you can create a hyperlink that automatically opens and addresses an e-mail message to the address you specify. Here's how:
   • Click the Add New Item drop-down menu and select URL
   • In the URL: box type the desired email address using the following format:
     mailto:[YourDesiredEmailAddress] (for example: mailto:karen@roem.co.uk)
   • Click the Add Item button

Bonus tip: You can create a hyperlink that, as well as the email address, automatically enters a pre-defined Subject to your email message by typing for example: mailto:karen@roem.co.uk?subject=Livelink feedback

3. Send a Web page in an e-mail message (browser view)
   Sharing Web pages can be extremely useful, especially for Livelink users who want to notify their colleagues of an area that they want to share with someone. You can copy and paste the URL address in an email message. Alternatively, you can send a Web page in e-mail using Internet Explorer as follows:
   • Go to the Web page that you want to send
   • On the File menu, select Send, followed by Page by E-mail
4. Quickly go back to previous page (browser view)
   When using Internet Explorer you can use the "Back" button to return to the last page you viewed or the "Forward" button to view a page you viewed before clicking the "Back" button. However, you can quickly return to pages you recently visited using Internet Explorer keyboard shortcuts:
   • To return to the last page you viewed, click the Backspace key.
   • To view a page you viewed before clicking the Back button (i.e. use the Forward functionality) hold down the SHIFT key whilst pressing the Backspace key.
5. Create an Outlook rule to automatically add e-mail messages to Livelink (Livelink Explorer)
   Livelink Explorer integrates with Microsoft Outlook to provide access for browsing, viewing and working with many Livelink item types. You can automatically add e-mail messages to Livelink by creating a rule based on a message in your inbox or any other folder.
   • Right-click the message you want to base a rule on.
   • On the shortcut menu, click Create Rule.
   • Follow the instructions of the Rules Wizard, specifying Livelink as the folder name where you want to move the messages to.

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Client Feedback
Since 2001 Roem Limited has provided ongoing training solutions for Shell International and the Lloyd's Register Group. In September 2004 Roem Limited won a contract with the UK's air traffic control services, NATS Ltd, to design and implement a Livelink training scheme for their national work force; in August 2005 Roem Limited was given preferred trainer status. In October 2006 Roem was awarded a contract to develop and deliver training courses required for Tullow Oil's Information Management Programme. Since July 2007 Roem Ltd, in partnership with Cornwell Management Consultants plc, has been working on the implementation and running of the in-house training services for an Electronic Document and Management System for the European Central Bank in Frankfurt.

Although based in Cambridge, training has been delivered in twenty-two countries across five continents.

In all our training, we aim to show patience and an understanding of people's particular concerns, adapting teaching methods to take into account people's individual way of learning. Don't just take our word for it. Here's what people say about our Livelink training solutions:

"During our implementation of LiveLink software, Karen did a great job of taking our requirement to train 350 people, in London, Cape Town, Dublin and Islamabad, and produced a number of training courses which have been expertly delivered. Karen has given valuable feedback for the rest of the implementation team and worked flexibly to deliver training and support to a range of business users."
Ed Evans, New Digital Business Ltd

"Karen, you presented the course really well. I also had feedback from the trainees that they thought you were great, funny and friendly but disciplined."
Sarah Dodd, Project Manager, Communications and Training, Information Management Programme, Tullow Oil plc

"The global finance functions in the Shell Group have utilized Karen's extensive knowledge of Livelink to provide training to staff. Her style of training kept everyone entertained and promoted interactive engagement in the training sessions. She has a positive attitude and her sense of humor keeps everyone relaxed which makes learning so much easier, and quicker."
Sharon Hammond, Livelink Coordinator, Shell Global Finance

"Karen Roem has made an invaluable contribution to our Livelink implementation programme, providing tailored training specific to our needs; from documentation to training delivery. She has shown that she can work with a wide range of user types and has proved to be flexible and highly professional in the services she offers."
Susan MacDonald, IT Services, Lloyd's Register, London

"We are very proud of our accomplishment of meeting our goal of "going live". I don't think it would have been possible without the excellent professional training and guidance you provided. Thanks again for all your support. It was a real pleasure to work with you."
Gary Bogan, Technical Operations Manager, Lloyd's Register Quality Assurance Inc., Houston

"Karen was excellent - anyone who can control us is a star !!!"
Bailey Place, Lloyd's Register Quality Assurance, Coventry

"I think the trainer was very nice, we warmed to her, and she was good at regaining the attention of the group when we started to stray!"
Beci Gilpin, Lloyd's Register Quality Assurance, Coventry

"I thought Karen was an excellent trainer, she was well aware of everyone's different ways of learning. She went over and over things until everyone grasped it. Her manner an humour made me feel very relaxed and not nervous about trying out new packages. She was positive and very much involved in what she was teaching us about Livelink which equally gave me a positive approach to it. Really fantastic training."
Claire Kilgallon, Lloyd's Register Quality Assurance, Coventry

"The trainer was very charming, funny and easy to listen too, very good capability of making everyone feel at ease and appreciated. Very professional. Thank you."
Linda Palmnäs, Customer Service Manager, LRQA Intégria AB, Sweden

"Als Trainers maar 3 procent van jou enthousiasme en inzet hebben zouden trainingen een stuk interessanter zijn. Bedankt hiervoor! Ik vond het erg leuk."
Melanie Koorevaar, Lloyd's Register Nederland B.V., Rotterdam
[ed.: "If other trainers showed just 3 percent of your enthusiasm and drive training would be a lot more interesting. Thanks. I really enjoyed it."]

"Many thanks for all your efforts with the training. It has been a great relief to be able to just hand the whole issue over to you and for it to be completed in such a competent and professional manner has made up a large part of making this a successful project."
John Black, Project Manager, NATS Ltd.

"I found the course very good – educational and interesting. I found you very approachable and you explained things very well. I liked the way we could be quite flexible in putting our real-world requirements to you and you explaining how we might address them using LiveLink. I thought the hand-out materials were very useful."
Matt Matthew, NATS Ltd.

"Karen was excellent in her preparation, presentation and delivery of the material."
Victoria Berry, NATS Ltd.

"Karen is very friendly and I found the course a good insight to the areas I will be working on within Livelink."
Eloise Channell, NATS Ltd.

"Non-hands on was very interactive and enabled plenty of Q&A."
Carolyn Harden, NATS Ltd.

"This training course was excellent. There was enough information but not too much overload."
Sarah Garrett, NATS Ltd.

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Contact Details
To arrange an informal chat to explore the possibilities for you or your business simply call or email for a no-obligation consultation.

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Copyright
Livelink® and Open Text are trademarks or registered trademarks of Open Text Corporation. Other product and company names herein may be trademarks of their respective owners.

Roem Limited
Cambridge, UK
tel: +44 (0)1223 - 214177
mobile: +44 (0)7941 - 848326
email: karen@roem.co.uk

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