Records and Case Management
Electronic Desk
Screen Area: Selection Work Area
Work Environment for Processors
Processing Area: Case
Processing Area: Incoming Post Item
Configuration of Context Menu and Pushbutton Names
Incoming Post
Creating Cases
Processing Incoming Post Items
Processing Cases
Entering Memos
Creating Process Routes
Digital Signing of Documents
Configuration: Digital Signing of Documents
Disposal
Reports for Disposal
Defining Retention Periods
Defining the Disposal Status
Deleting Temporary Objects
Enhancements of the Standard Service Provider
Enhancements - Service Provider for Record Plans (File Plans)
Service Provider for Incoming Post Items
Standard Content Model for Public Sector
Values for Connection Parameters
Authorizations
Activities for Element Types
Search by Element
Searching for Elements Using the Search Query
Searching for Elements by Attribute
Current Location List
Activities for Element Types
Resubmission
Display Variants for Records
Printing Elements
Sending Elements as E-Mail
Reassigning Elements
Processing Documents
Attribute Templates for Documents
Links Between Documents
Functions for The National Archives (TNA)
Document Management in the Fileplan
Generating a Unique Indicator
Processing Documents
Declaring Documents
Reassigning Elements in the Fileplan
Cross-Service Provider Search
Metadata in the Fileplan
Overview of the Standard Metadata in the Fileplan
Passing on Metadata
Example: Differentiated Inheritance Setting in the Fileplan
Mass Processing of Folder Metadata
Disposal for The National Archives
Roles and Authorizations for The National Archives