Freezes Tasks and Defaults for Predefined Roles Series Tasks and Defaults for Predefined Roles Retention Category Tasks and Defaults for Predefined Roles

5-6 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ Edit classification guides ■ Delete classification guides ■ View information about classification topics ■ Create classification topics ■ Edit classification topics ■ Delete classification topics

5.3.6 Custom Security Tasks and Defaults for Predefined Roles

For more information, see Chapter 6, Additional Security Settings . ■ To view information about custom security fields, the Admin.Triggers or Admin.RecordManager right is required. These rights are assigned by default to the Records Officer and Records Administrator roles. ■ To create, enable, disable, edit, or delete a custom security field, the Admin.RecordManager right is required. This right is assigned by default to the Records Administrator role.

5.3.7 Custom Category or Folder Metadata Tasks and Defaults for Predefined Roles

For more information, see Chapter 13, Creating Custom Metadata . The Admin.RecordManager right is required to perform these tasks involving custom category or folder metadata. This right is assigned by default to the Records Administrator role. ■ Create a custom category or folder metadata field ■ Edit a custom category or folder metadata field ■ Delete a custom category or folder metadata field

5.3.8 Freezes Tasks and Defaults for Predefined Roles

For more information, see Chapter 15, Setting Up Freezes . The Admin.RecordManager right is required to perform these tasks involving freezes. This right is assigned by default to the Records Administrator role. ■ View information about freezes. ■ Create a freeze. ■ Edit freezes. ■ Send e-mail notifications about freezes. ■ To delete a freeze, the Admin.RecordManager right and Delete permission for the freeze’s security group is required. This right is assigned by default to the Records Administrator role.

5.3.9 Series Tasks and Defaults for Predefined Roles

For more information, see Using a Series on page 10-10. ■ To browseview information about series, the Series.Read right is required. This right is assigned by default to the Records User, Records Officer, and Records Administrator 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