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      RIMS Training Videos
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        Contents

        RIMS Training Videos

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          Article summary


          The RIMS Training program will walk new RIMS users through the concepts and workflows needed to navigate the platform with efficiency and confidence.

          Please check back for updates as we will continue to add more instructional content to this page.

          TopicDescriptionDurationLink
          Introduction to RIMS
          		An overview of the purpose and function of the RIMS platform.15:36 MinLink
          Account Officer Navigation
          		This video demonstrates what Account Officers see and how they navigate RIMS.13:45 MinLink
          Add Services to an Existing Request
          		A walkthrough of the process for adding additional services to an existing Service Request.3:28 MinLink
          Job Manager: Project Navigation
          		An explanation of the features of the Project Console page and how to navigate them.10:36 MinLink
          Job Manager: Receiving New Service through RFP
          		Creation of the Project, Job, and Tasks. Creating and publishing an RFP.13:16 MinLink
          Introduction to RIMSCentral Part 1
          		Creating Vendor accounts and establishing relationships. Adding and editing contact info, certifications, and insurance. Defining Service Areas and Reference Documents.
          		15:13 MinLink
          Introduction to RIMSCentral Part 2
          		Viewing RFP’s, placing Bids, and viewing Awards. Uploading Invoices and completed Reports. Using the Executive Summary and the Quick Access function.  
          		17:20 MinLink
          Job Manager: Receiving Bids through Scorecard Completion
          		Sending Bids for Authorization, Awarding the Job, and receiving the uploaded Document(s). Completing the App Summary and Vendor Scorecard.  
          		11:28 MinLink
          Job Manager: Appraisal Summary/Review through Close-Out
          		Completing the Appraisal Summary Review and Review Documents. Closing the Tasks. Uploading the Vendor Invoice.
          		12:49 MinLink
          Insufficient Data
          		Describes how to use the Insufficient Data tool, which allows the Job Manager to review a new Service Request and notify the Account Officer if more data is needed.
          		4:14 MinLink
          Holds
          		How to place a Job on and off Hold.2:18 MinLink
          External Doc Received
          		Instructions for the External Document Received tool. This tool allows the Job Manager to acknowledge receipt of the Report document and notify the Account Officer that the review process is underway.
          		2:09 MinLink
          Quick Access
          		How to use the Quick Access feature to share Documents with non-RIMS users.
          		3:45 MinLink
          Portfolio
          		This video explains how to use the Portfolio tool, which allows the user to have a single RFP, Award, and Engagement letter for multiple Properties within a Project.
          		12:09 MinLink
          User Management Overview
          		An overview of RIMS User management, including how to add new Users, edit Users, reset passwords, and unlock User accounts.
          		24:54 MinLink
          Document Labels
          		This video describes how to create, edit, and delete Document Labels.
          		4:44 MinLink
          Creating and Editing SRF Templates
          		Learn how Content Administrators create and edit SRF Templates. Topics include creating a new Template, adding Services, adding and removing fields, and working with Property Overrides.
          		26:08 MinLink
          Creating and Editing RFP Templates
          		This video describes how Content Administrators create and edit RFP Templates.
          		22:53 MinLink
          Role Management for CAs
          		This video describes how Content Administrators create and edit Roles.
          		9:10 MinLink
          Document Type Setup
          		Document Types determine who has access to different types of files. This video explains how to work with Document Type settings, including the related topics of Role Management and File Access Control.
          		20:00 MinLink
          Task Code Creation
          		This video describes  how to create and edit Task Codes.
          		15:27 MinLink
          Creating and Editing Dispositions
          		This video describes how Content Administrators can create and edit Disposition Types.
          		4:36 MinLink
          Setting up a Vendor Service Area
          		A description of how to create a Vendor Service Area, State Area and Region.
          		13:13 MinLink
          Vendor Import
          		This video describes the Vendor Import feature available to Content Administrators.
          		4:49 MinLink
          Online Review Document 
          		This video describes how to create and manage online Review Document templates.14:30 MinLink
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