HomeMy WebLinkAboutPDF Test Doc - Laserfiche & Records Management Training (Outlook Invitation) - CopyFrom:Evelyn Beltran
To:Department Heads; Department Assistants
Cc:Sindy Duff; Angela Sawyer; Dean Grubl; Janice Lopez; Maria Weaver; Anita Fields; City Clerk; PSCTV; Jeffrey
Saludares; Domenica Maya; Taja Sims; Sarah Yoon; Ken Lyon; Anil Cholakkara; Tabitha Richards; Sheikia
Wilson; Patrick Clifford; Patrick Wynhoff; Alex Rubalcava; Andrew Crider; Annie Fonseca; Anthony Riederer; Ariel
Tolefree-Williams; Arturo Argumedo; Arun Mayani; Ashley Campos; Christian Bayer; Christina Brown; Christopher
Hadwin; Clemencia Vargas; Cynthia Hakopian; Daniel Martinez; Darlene Wortham-Bragg; David McAbee; David
Recio; David Williams; Denise Goolsby; Derek Hodges; Dolores Olvera; Domingo Flores; Eric Phelan; Jackie
Linares; Jason Underwood; Kendall Bradley; Kitty Alvarado; Llubi Rios; MAPS; Mark Lambermont; Michael Milan;
Mickey Betancourt; Paola Rafael; Penny Broadhurst; Tanya Perez; Deborah Pierrel; Brenda Pree; Janet Burns;
Paul Alvarado; Jeremy Hammond; Jeff Ballinger; Ryan Phay; Dana MacAllister Jr.; Kristopher Mooney; Lois
Casman; Kirsten D"Amato; Michele Alley; Vonda Teed; Alyssa Sullivan; Roxanne Rodriguez; Cassandra Edney;
Teresa Gallavan; Janice Simpson; Stephanie Green; Heather Topliff; Patricia Shakarjian; Roberta Ukura; Brent
Rasi; Wayne Olson; Gustavo Araiza; Shelley Gallia; Larry Klingaman; Rylee Bates; Sacha Gutierrez; Faith Roche;
Nicholas Gonzalez; Melissa Sanchez; Rene Sanchez
Subject:Laserfiche & Records Management Training - August 11, 10am - 12pm (Council Chamber)
Start:Monday, August 11, 2025 10:00:00 AM
End:Monday, August 11, 2025 12:00:00 PM
Location:Council Chamber
Attachments:image001.png
Team Palm Springs,
The Office of the City Clerk is pleased to announce an upcoming training session focusing on Laserfiche and Records Management. We will conduct a
review of the Records Retention Schedule and the Destruction Process. Additionally, attendees will learn how their respective departments can
effectively utilize Laserfiche to manage documents within the City’s primary document repository.
This training session is scheduled for Monday, August 11, from 10:00 AM to 12:00 PM in the Council Chamber.
Our office is dedicated to improving staff engagement with Laserfiche as part of our continuous efforts to promote transparency. We encourage staff to
attend this training session.
The following topics will be addressed:
Laserfiche & Document Management Training:
* Laserfiche <https://publicportal.palmspringsca.gov/WebLink/Welcome.aspx?dbid=0&repo=CityHall-Primary&cr=1> Training (10:00 AM – 11:30
am)
* Accessing Laserfiche from the desktop application. * Accessing Laserfiche from the web:
* Laserfiche Staff Portal Weblink <https://10.0.1.22/laserfiche/browse.aspx?repo=CityHall-Primary>
* Utilizing the Public Weblink <https://publicportal.palmspringsca.gov/WebLink/Welcome.aspx?dbid=0&repo=CityHall-Primary&cr=1>
* How to access the public Laserfiche folder from the web; and learn how to share and make documents public facing.
* Public Folders <https://publicportal.palmspringsca.gov/WebLink/Browse.aspx?dbid=0&repo=CityHall-Primary&cr=1> and Documents * How to search for documents in Laserfiche.
* We will provide guidance on how to efficiently locate documents within the Laserfiche repository.
* How to upload documents to Laserfiche
* We will demonstrate the process of uploading documents, utilizing the Boards & Commissions folder as a practical example.
* Records Management
* RECORDS RETENTION AND DESTRUCTION <https://publicportal.palmspringsca.gov/WebLink/Browse.aspx?
id=1432695&dbid=0&repo=CityHall-Primary> (Laserfiche)
* Retention Schedule
* Destruction Process
* Using Laserfiche for Boards, Commissions , and Committees ( 11:30 am – 12:00 pm)
* Using Laserfiche for board/commission agenda packets and agenda-related material.
* Uploading and publishing agendas:
* Agendas * Agenda Packets
* Staff Reports
* Additional materials (presentations)
* Public comments and agenda-related correspondence
* Q&A
Thank you,
Evelyn Beltran | Chief Deputy City Clerk | Office of the City Clerk
<http://www.palmspringsca.gov/cityclerk>
Evelyn.Beltran@PalmSpringsCA.gov <mailto:Evelyn.Beltran@PalmSpringsCA.gov>
(760) 322-8356
(760) 219-6009
3200 E. Tahquitz Canyon Way
Palm Springs, CA 92262
www.PalmSpringsCA.gov <http://www.palmspringsca.gov/>
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