System-Wide Configuration Setting Up Physical Content Management

3-12 Oracle Fusion Middleware Setup Guide for Universal Records Management Click the User Admin icon and choose Security then Permissions by Role from the menu. Click the role to review or modify. Click Edit RMA Rights then set the appropriate rights by selecting checkboxes on the various tabs. Click OK when done. For details, see Section 5.11, Assigning Rights to User Roles.

3.6 System-Wide Configuration

This section describes configuration procedures used by administrators to set up the software. 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 for each procedure are described in Chapter 7, Configuration Options, where these procedures are discussed in detail. The following list highlights several tasks accomplished by using options on the Configure Retention Settings Page . To access that page, choose Records then Configure then Settings from the Top menu. For complete details about all the options, see Section 7.1, Retention Options. ■ Set the fiscal calendar used by the organization for financial and accounting purposes. Specify the start date of the fiscal year once, unless the fiscal start date changes or the start date varies from year to year. ■ Configure e-mail notifications sent to users which indicate that items require a review or that a pending disposition event requires attention. ■ Enable or disable user-friendly captioning. If disabled, standard DoD 5015 disposition are used on the Disposition Information page and Disposition Rule screen. The DoD screening query language is used in the Criteria boxes of the screening pages. ■ Enable supplemental marking security on content, record folders, and users. For more information, see Section 6.1, Supplemental Markings. ■ Enable the classified security feature as required for agencies conforming to the Chapter 4 Classified Records section of DoD 5015.2 specification. This feature can also be used by corporations and other entities who use a classification scheme to designate specific items as important, secret, and so on. When enabled, the Security Classification Fields show on the Configure Retention Settings Page . Deselect this checkbox if it is not required.

3.7 Setting Up Physical Content Management

Several aspects of PCM should be set up in order to use the system. These include: ■ Set up the required PCM user roles and rights as discussed in Section 3.5, Security Overview. ■ Configure the PCM environment including chargebacks, customers, and object types. See Chapter 8, Configuring Physical Content Management . ■ Define the storage space environment. See Chapter 9, Setting Up PCM Storage Space . Note: User-friendly captions are used on most of the screen depictions in this guide. Setting Up the Software 3-13 ■ Define disposition rules for physical content, if required. See Chapter 15, Setting Up Freezes . See the Oracle Fusion Middleware Administrators Guide for Universal Records Management for details about setting up barcodes and labels for processing reservations and invoices.

3.8 Setting Up a Retention Schedule