Classification Scheme
Classification Scheme
The classification scheme is prepared according to the needs of od classification of documents within th company. Register can be accessed from administration console or menu: settings - documentation - classification scheme.
In the side panel the tree structure classification plan is shown. Classifications are entered in the table by defining Code and Material of classification, Parent classification, it will also be displayed in a tree structure, the validity of documents classified by this classification, the type of force (usually years, can also be determined in days or months), the responsible person, note and Escalation (the default is 8 days). Select Storage for documents and all documents with selected classification in documentation module will be automatically stored to selected storage. Select a workflow for a classification and it will be started when a document is classified.
In Metadata panel there is an option for adding custom fields for each Classification.
| Sequence |
Order of fields |
| Mandatory |
If check box enabled, metadata field cannot be empty. |
| Variable Name |
Variable name |
| Display Name |
Display name or Field name (label) |
| Lookup Type |
Select a lookup type from a drop-down menu. |
| Setter Data Type |
Select a Setter Data Type from a drop-down menu. |
| Default Value |
Set a default value or leave it empty. |
| Document Field |
Select a document field from a drop-down menu. |
| Visible |
Hide or show a field. |
In Authorizations panel you have access to set permissions for each Classification scheme.
In Documents panel there are documents listed for each classification scheme.
Advice:
The classification plan can be downloaded from Datalab Web server, by clicking the Import / Export and Transfer registers. Only a basic classification scheme is transferred and can serve as a model (shown in figure). Every company on the basis of internal regulations or internal requirements supplement the existing classification scheme or extend classification scheme with additional classification codes.
The procedure of transfer of basic classification scheme from Datalab Web server is made in the same way as it is already available in other similar code lists, for example download the new tax rates, chart of accounts, countries etc.
Creating and editing classification scheme is also shown in a video.
Document export by classification
Select Export documents from a menu 
. All documents that include selected classification are listed here. Exported files can be named with Subject, Classification or Custom prefix.
When closing form of Classification Scheme all settings for used archive are checked. If there's any missing settings for archive, archieving in Documentation module is not possible and an Error message is opened to remind us.
