Individual Page and Action Menus Menus

Interface Overview 4-3 ■ Configure : Used to configure many aspects of the physical management system, including general settings, chargeback types, and customers. If Batch Services and Offsite Storage have been enabled, those options also appear. Batch Services are used to immediately process reservation requests, storage count updates, and other actions. Offsite Storage allows a site to interface with an offsite storage providers.

4.2 Individual Page and Action Menus

When using this product, individual Action menus are available for items on a page and in many cases for individual items. The options on the Action menus vary depending on the page used and the type of item used content, physical, retention category, and so on. The following list summarizes the most commonly seen menu options: ■ Information : displays a submenu allowing access to information pages for folders, life cycle of the item, recent reviews, metadata history, and retention schedule reports. ■ Edit : provides quick links to edit pages for folders or reviews, and options to alter an item’s status by moving, closing, freezing, or unfreezing an item. ■ Set Dates : provides quick links to actions associated with dates, such as marking items for review, canceling, rescinding, and expiring items. ■ Delete : provides options to delete the item or perform a recursive delete delete an entire tree if multiple items are checked. ■ Create : provides options to create items appropriate to the location in the hierarchy. For example, if this is the Action menu for a retention category, Create suboptions include Series and Retention Category. Clicking the Info icon a lower-case ’i’ in a circle displays the Information Page for the item. In addition, several pages have a page-level Action menu which appears next to the Page title. The options on that menu apply to actions that can be performed at that level in the retention hierarchy.

4.3 Menus

After installation, the Search and Checkin menus are changed to include default profile pages. These profiles provide a filtered view of checkin and search pages, customizing what users will see. Additional options may appear depending on profiles created at the site and the choices made during configuration. These menu options can be used to help quickly narrow down searches and choose the type of checkin to perform. The Screening option on the Search menu is dependent on security rights assigned to the user. When viewing search results, a query menu is added to the search results page. The options on this menu help a user narrow a search by selecting new fields from those already selected, or to save the search under a file name for use later. See the Oracle Fusion Middleware Users Guide for Content Server for more details about searching and saving query results. See the Oracle Fusion Middleware Users Guide for Universal Records Management for details about creating and using profiles. 4-4 Oracle Fusion Middleware Setup Guide for Universal Records Management 5 Setting Up Security 5-1 5 Setting Up Security Multiple layers and types of security are available in Oracle URM, including roles, rights, security groups, and access control lists. As with the standard Oracle UCM security model, the final determination of permissions and privileges is determined by the intersection of all security mechanisms in place. Access control lists and supplemental markings are required for compliance with the DoD 5015.2 specification. Classification levels are required for compliance with Chapter 4 of DoD 5015.2. Custom security fields can be created and additional security added to individual fields. See Chapter 6, Additional Security Settings for details. You can also use the accounts security model in addition to the options provided by the system. For more information about the account security model, see the Oracle Fusion Middleware System Administrators Guide for Content Server. See Fusion Middleware Security Considerations on page 3-2 for details about user roles, accounts, and permission considerations. This section covers the following topics: Concepts ■ Retention Management in an Organization on page 5-1