Link Tasks and Defaults for Predefined Roles Default Report Tasks and Defaults for Predefined Roles Content Management Tasks and Defaults for Predefined Roles

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

For more information about linking and link types, see the Oracle Fusion Middleware Users Guide for Universal Records Management. The Admin.ConfigureLinkTypes right is required to perform these tasks involving links. This right is assigned by default to the Records Administrator role. ■ Add custom link types ■ Edit custom link types ■ Delete custom link types To create or remove links between content items, the Record.CreateLink or Record.Unlink right is required. This right is assigned by default to the Records User, Records Officer, and Records Administrator roles. 5-10 Oracle Fusion Middleware Setup Guide for Universal Records Management

5.3.17 Default Report Tasks and Defaults for Predefined Roles

For more information about reports, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management . The Admin.Reports right is required to perform these tasks. This right is assigned by default to the Records Administrator role. ■ Create a usergroup report ■ Create a role report ■ Create a group report

5.3.18 Content Management Tasks and Defaults for Predefined Roles

For more information about managing content, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management. The Record.Read right is required to perform these tasks. This right is assigned by default to the Records User, Records Officer, and Records Administrator roles. ■ Download an item for viewing ■ Search for content items ■ View information about a content item ■ View the life cycle of a content item ■ View the review history of a content item ■ View the metadata history of a content item ■ View the classification history of a content item The Record.Edit right is required to perform these tasks involving content. This right is assigned by default to the Records Officer and Records Administrator roles. ■ Review the classification of a content item ■ Cancel a content item ■ Expire a content item ■ Rescind a content item ■ Make a content item obsolete ■ Undo the obsolete status of a content item ■ Remove a supplemental marking from a content item ■ Move an item to another category or folder. The following rights are required to perform the following tasks: ■ To edit metadata before a cutoff, the Record.UndoCutoff right is required. Users can edit metadata for content items after cutoff and before cutoff. It is assigned by default to the Records Administrator role. ■ To upgrade or downgrade the security classification of an item, the Record.UpgradeDowngrade right is required. It is assigned by default to the Records Officer and Records Administrator roles. ■ To review a content item, the Admin.PerformPendingReviews right is required. This right is assigned by default to the Records Officer, Records User and Records Administrator roles. Setting Up Security 5-11 ■ To undo the cutoff of a content item, the Record.UndoCutoff right is required. It is assigned by default to the Records Administrator role. ■ To undo the status of a content item, the Record.UndoRecord right is required. It is assigned by default to the Records Administrator role. ■ To edit the review information for a content item, the Record.EditReview right is required. This right is assigned by default to the Records Officer, Records User, and Records Administrator roles. ■ To delete the metadata history of a content item, the Record.DeleteHistoryFile right is required. This right is assigned by default to the Records Officer and Records Administrator roles. ■ To create or check in a content item, the Record.Create right is required. This right is assigned by default to the Records User, Records Officer, and Records Administrator roles. ■ To link or unlink content items, the Record.CreateLink or Record.Unlink right is required. This right is assigned by default to the Records User, Records Officer, and Records Administrator roles. ■ To delete a content item, the Record.Delete right is required. This right is assigned by default to the Records Administrator role. ■ To freeze or unfreeze a content item, the Record.FreezeUnfreeze right is required. This right is assigned by default to the Records Administrator role.

5.3.19 Customization Tasks