Physical Item Tasks and Defaults for Predefined Roles Location, Object, and Media Types Tasks and Defaults for Predefined Roles
5.4.3 Physical Item Tasks and Defaults for Predefined Roles
For more information about physical items, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management. The following rights are required to perform the following tasks: ■ To view information about physical items, the PCM.Physical.Read right and PCM.Storage.Read rights are required. These rights are assigned by default to the PCM Requestor and PCM Administrator roles. ■ To create check in physical items, the PCM.Physical.Create and PCM.Storage.Read rights are required. These rights are assigned by default to PCM Requestor and PCM Administrator roles. ■ To edit physical items, the PCM.Physical.Edit and PCM.Storage.Read rights are required. These rights are assigned by default to PCM Requestor and PCM Administrator roles. ■ To move physical items, the PCM.Physical.Edit, PCM.Physical.Move, and PCM.Storage.Read rights are required. These rights are assigned by default to the PCM Administrator role. ■ To delete physical items, the PCM.Physical.Delete and PCM.Storage.Read rights are required. These rights are assigned by default to the PCM Administrator role. ■ To search for physical items, the PCM.Physical.Read and PCM.Storage.Read rights are required. These rights are assigned by default to the PCM Requestor and PCM Administrator roles. ■ To print labels for physical items, the PCM.Admin.PrintLabel right is required. This right is assigned by default to the PCM Administrator role. ■ To freeze or unfreeze physical items, the Record.FreezeUnfreeze right is required. This right is not assigned by default to any role. ■ To manually override external freeze errors, the Admin.PerformActions right is required. This right is not assigned by default to any role. ■ To screen for physical items, the Admin.Screening right is required. This right is not assigned by default to any role.5.4.4 Location, Object, and Media Types Tasks and Defaults for Predefined Roles
For more information about locations, objects, and media, see Chapter 8, Configuring Physical Content Management . The following rights are required to perform the following tasks: ■ To set up location types, the PCM.Admin.Manager and PCM.Admin.LocationTypes rights are required. These rights are assigned by default to the PCM Administrator role. ■ To set up object types, the PCM.Admin.Manager right is required. This right is assigned by default to the PCM Administrator role. ■ To set up media types, the PCM.Admin.Manager right is required. This right is assigned by default to the PCM Administrator role. ■ To set up custom metadata fields, the PCM.Admin.Manager right is required. This right is assigned by default to the PCM Administrator role. 5-14 Oracle Fusion Middleware Setup Guide for Universal Records Management5.4.5 Chargeback Tasks and Defaults for Predefined Roles
Parts
» Oracle Fusion Middleware Online Documentation Library
» About This Guide About This Product
» Regulatory Needs Litigation Needs Business Needs
» Content Retention Qualities Importance of Content Retention
» Internal and External Retained Content Classified, Unclassified, Declassified Content
» Non-Permanent, Transfer or Accession, and Reviewed Content
» Basic Retention Management Concepts
» Physical Content Management Interaction with Oracle UCM
» Basic Retention Processes Oracle Fusion Middleware Online Documentation Library
» Oracle UCM Security Considerations Oracle URM-WNA Redeployment
» Software Configuration Oracle Fusion Middleware Online Documentation Library
» Retention Setup Checklist Oracle Fusion Middleware Online Documentation Library
» Retention Management Options Oracle Fusion Middleware Online Documentation Library
» Supplemental Markings Classification Security Settings
» Security Classifications Classification Guides
» Security Settings Security Roles and Definitions
» Rights for Roles Security Overview
» System-Wide Configuration Setting Up Physical Content Management
» Creating a Series Creating a Retention Category
» Disposition Types Triggering Events
» Triggers Freezes Configuring Content Triggers, Dispositions, and Freezes
» Configuring the System Interface Overview
» Configuring Reports Configuring PCM
» Individual Page and Action Menus Menus
» Retention Management in an Organization
» Roles Oracle Fusion Middleware Online Documentation Library
» Folder Tasks and Defaults for Predefined Roles
» Chargeback Tasks and Defaults for Predefined Roles
» Security Groups Aliases Security Matrix
» Setting Security Preferences Oracle Fusion Middleware Online Documentation Library
» The Series Tab The Category Tab Folder Tab
» Specifying PCM Barcode Values for Users
» Supplemental Markings Details Supplemental Markings
» Classification Levels About Records Classification
» About Custom Security Custom Security
» PCM Options Oracle Fusion Middleware Online Documentation Library
» Workflow Prerequisites and Process
» Configuration with Desktop Integration Suite About Physical Content Management
» Predefined Location Types Creating or Editing a Location Type
» Viewing Location Type Information Deleting a Location Type Reordering Location Types
» Example: Creating a Location Type
» Predefined Object Types Creating or Editing an Object Type Viewing Object Type Information
» Setting Default Metadata Values for Reservation Items and Offsite Storage
» Configuring Chargeback Processing Storage Space Considerations
» Location Type Object Type Media Type Storage Status
» Creating a Storage Location Batch Creating Storage Locations
» Editing a Storage Location Viewing Information about a Storage Location
» Deleting a Storage Location Blocking a Storage Location
» Example: Creating a Single Storage Location Example: Creating a Batch of Storage Locations
» Retention Schedules and File Plans
» Retention Schedule Hierarchy Planning a Retention Schedule
» Attribute Inheritance Review Status Attributes
» Permanent Status Attributes Disposition Instructions Frozen Folder and Content Status
» Retention Schedule Menus Creating and Navigating Object Levels
» About Record Folders Record Folders
» Retention Period Cutoff Preceding Disposition Action Content or Folder States
» Custom Triggers Global Triggers Custom Direct Triggers
» Creating or Editing a Trigger
» Viewing Trigger Information Viewing Trigger References Deleting a Trigger
» Setting Up Indirect Triggers Deleting an Indirect Trigger Date Entry
» Creating or Editing a Custom Time Period Viewing Period Information
» Viewing Period References Deleting a Custom Period
» Example: Creating a Custom Period
» Creating or Editing Custom Metadata Fields Viewing Custom Metadata Field Information
» About Custom Metadata Example: Creating a Custom Category Metadata Field
» Event Dispositions Time Dispositions
» About Dispositions Category Rule Review Using Workflows
» Preceding Actions Triggering Event Content State Triggering Event
» Classified Records Actions Dispose Actions
» Other Actions Disposition Actions
» Retention Periods Disposition Precedence
» Enabling or Disabling User-Friendly Captions Creating or Editing a Disposition Rule
» Copying a Disposition Rule Viewing Disposition Information Deleting a Disposition Rule
» Event Disposition Simple TimeEvent Disposition Time Disposition
» Architecture Oracle URM and the UCM Adapter
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