Click Configure then Classification then Configure Classification Guide from From the Page menu, choose Edit then choose Configure Topics. From the Topic Name list, select the classification topic to view, and click Info. Click OK to return to the
6.4.2.6 Deleting a Classification Topic
1. Click Configure then Classification then Configure Classification Guide from
the Configure Retention Settings Page . The Configure Classification Guide Page is displayed.2. In the list select the classification guide whose topic to delete, and click Info.
The Classification Guide Information Page is displayed.3. From the Page menu, choose Configure Topics.
The Administer Classification Topic Page is displayed.4. From the Topic Name list, select the classification topic to delete, and click Delete.
A message is displayed stating the classification topic was successfully deleted.5. Click OK to return to the
Administer Classification Topic Page .6.4.2.7 Viewing Classification Topic Information
1. Click Configure then Classification then Configure Classification Guide from
the Configure Retention Settings Page . The Configure Classification Guide Page is displayed. 2. In the list, select the classification guide whose topic information is to be viewed, and click Info. The Classification Guide Information Page is displayed.3. From the Page menu, choose Edit then choose Configure Topics.
The Administer Classification Topic Page is displayed.4. From the Topic Name list, select the classification topic to view, and click Info.
The Classification Topic Information Page is displayed.5. Click OK to return to the
Administer Classification Topic Page . Permissions: The Admin.ClassificationGuide right is required to perform this action. This right is assigned by default to the Records Officer and Records Administrator roles. Permissions: The Admin.ClassificationGuide right is required to perform this action. This right is assigned by default to the Records Officer and Records Administrator roles. 7 Configuration Options 7-1 7 Configuration Options This chapter contains information for administrators who are responsible for configuring the system, usually those with the Records Administrator role. Certain configuration procedures described here and in other chapters may also apply to other users if they have been given the appropriate rights. The required rights are noted for each procedure. This chapter covers the following topics: ■ Retention Options on page 7-1 ■ PCM Options on page 7-3 ■ Setting Up Workflows on page 7-4 ■ Configuration Variables on page 7-107.1 Retention Options
Several system-wide configuration settings are specified on the Configure Retention Settings Page . This chapter discusses the following specific configuration screens and tasks. Other configuration options are discussed in the remaining chapters of this book. ■ Setting the Fiscal Calendar on page 7-3 ■ Setting Performance Monitoring on page 7-3 Most of these options can be set by selecting the checkbox next to the option. For details about each option, see Configure Retention Settings Page on page A-6. Other options which require further configuration are discussed later in this section. General configuration choices are available by clicking Records then Configure from the Top menu. Click Settings to display the Configure Retention Settings Page . General options: ■ Start of fiscal calendar: sets the start date for the calendar used for fiscal accounting. See Setting the Fiscal Calendar on page 7-3 for details. ■ Archive Meta Data Format: sets the storage file format for metadata of items in a disposition bundle. ■ Log Metadata Changes: enables tracking of item-level metadata changes. ■ Disable life cycle updates: stops the updating of disposition dates and review date computation. ■ Enable Report Exclude Search Options: enables an option that allows a user to exclude reports from searches.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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