Folder Tasks and Defaults for Predefined Roles

Setting Up Security 5-7 ■ To create a series, the RM Series.Create right is required. This right is assigned by default to the Records Administrator role. ■ To edit a series, the RM Series.Edit right is required. This right is assigned by default to the Records Administrator role. ■ To hide or unhide a series, the RM Series.HideUnhide right is required. This right is assigned by default to the Records Administrator role. ■ To move a series, the RM Series.Move right is required. This right is assigned by default to the Records Administrator role. ■ To delete a series, the RM Series.Delete right is required. This right is assigned by default to the Records Administrator role.

5.3.10 Retention Category Tasks and Defaults for Predefined Roles

For more information, see Retention Categories on page 10-13. ■ To browseview information about a category, the Category.Read right is required. This right is assigned by default to the Records User, Records Officer, and Records Administrator roles. ■ To create a category, the RM Category.Create right is required. This right is assigned by default to the Records Administrator role. ■ To edit a category, the RM Category.Edit right is required. This right is assigned by default to the Records Administrator role. ■ To edit review information for a category, the RM Category.EditReview right is required. This right is assigned by default to the Records Administrator role. ■ To move a category, the RM Category.Move right is required. This right is assigned by default to the Records Administrator role. ■ To delete a category, the RM Category.Delete right is required. This right is assigned by default to the Records Administrator role. ■ To applyreapply disposition rules to specificall content in a retention category, the RM Category.Edit right is required. This right is assigned by default to the Records Administrator role.

5.3.11 Folder Tasks and Defaults for Predefined Roles

For more information, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management. The Folder.Read right is required to perform these tasks involving folders. These rights are assigned by default to all Records roles. ■ Browse and view information about record folders. ■ View the life cycle of a record folder. ■ View the review history of a record folder. ■ View the metadata history of a record folder. The following tasks can be performed for record folders: ■ To create a folder, the Folder.Create right is required. It is assigned by default to the Records Officer and Records Administrator roles. ■ To edit a folder if the user is the author of that folder, the Folder.EditIfAuthor right is required. It is assigned by default to the Records Officer role. 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