Archive Tasks and Defaults for Predefined Roles Screening Tasks and Defaults for Predefined Roles Audit Trail Tasks and Defaults for Predefined Roles Disposition Tasks and Defaults for Predefined Roles

5-8 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ To edit the review information of a record folder, the Folder.EditReview right is required. It is assigned by default to the Records Officer and Records Administrator roles. ■ To delete a record folder, the Folder.Delete right is required. It is assigned by default to the Records Officer and Records Administrator roles. ■ To closeunclose a folder, the Folder.OpenClose right is required. It is assigned by default to the Records Officer and Records Administrator roles. ■ To freezeunfreeze a folder, the Folder.FreezeUnfreeze right is required. This right is assigned by default to the Records Administrator role. ■ To undo the cutoff of a folder, the Folder.UndoCutoff right is required. This right is assigned by default to the Records Administrator role. ■ To review a folder, the Admin.PerformPendingReviews right is required.It is assigned by default to the Records Officer and Records Administrator roles. The Folder.Edit right is required to perform these tasks involving folders. This right is assigned by default to the Records Administrator role. ■ Edit a folder if the user is not the author of that folder. ■ Move a record folder ■ Cancel a record folder ■ Expire a record folder ■ Rescind a record folder ■ Make a record folder obsolete ■ Undo the obsolete status of a record folder The Category.Edit right is required to perform these tasks involving folders. This right is assigned by default to the Records Administrator role. ■ Apply a disposition rule to a specific record folder ■ Apply a disposition rule to all record folders

5.3.12 Archive Tasks and Defaults for Predefined Roles

For more information about archiving, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management. The Admin.RetentionSchedulesArchive and other rights for specific items in the import or export are required to import or export an archive. This right is assigned by default to the Records Administrator role.

5.3.13 Screening Tasks and Defaults for Predefined Roles

For more information about screening, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management. The Admin.Screening right is required to perform these tasks involving screening. This right is assigned by default to the Records Administrator role. ■ Enabledisable advanced screening ■ Screen retention categories ■ Screen record folders Setting Up Security 5-9 ■ Screen content The Admin.RecordManager right is required to enabledisable user-friendly screening captions. This right is assigned by default to the Records Administrator role.

5.3.14 Audit Trail Tasks and Defaults for Predefined Roles

For more information about using the audit trail, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management. The Admin.Audit right is required to perform these tasks involving audit trails. This right is assigned by default to the Records Administrator role. ■ Configure the audit trail ■ Generate and view an audit trail ■ Search with audit trails ■ Set default metadata for checking in audit trails ■ Check in and archive audit trails with the addition of Admin.RecordManager right ■ Search archived audit trails The Admin.SelectMeta right is required to select what metadata fields to include in the audit trail. This right is assigned by default to the Records Administrator role.

5.3.15 Disposition Tasks and Defaults for Predefined Roles

For more information about disposition tasks, see Chapter 14, Defining Disposition Instructions . The following rights are assigned by default to the Records Administrator role. ■ To view disposition information, the Category.Read right is required. ■ To enabledisable user-friendly disposition captions, the Admin.RecordManager right is required. ■ To create disposition rules, the Category.Create right is required. ■ To edit disposition rules, the Category.Edit right is required. ■ To delete disposition rules, the Category.Delete right is required.

5.3.16 Link Tasks and Defaults for Predefined Roles