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Classification preview

In Step 7 of the Setup Wizard for Documentation, you can check and edit all classifications in the Classification Scheme.

In the classifications table, you can edit the following fields:

  • Escalation
  • Valid value
  • Valid type
  • Storage
  • Worfklow (eWorkflow)

Here is a description of the form and its individual elements.

Contents

  1. Filter
  2. Classifications table
  3. Form footer

1. Filter

In the Filter section, select the criteria for displaying the classifications in the table. The section contains the following fields:

Type or Type desc. (Type or Type description)

Filter the display of classifications according to the ID or description of the classification.

 

HINT

When specifying only a part of a known value, you can use the special character '%', which replaces the remaining part in the search.

2. Classifications table

Classifications table shows all classifications according to the selected filters. The table contains the following fields:

Type

Shows the classification ID assigned to the classification when it is created or downloaded using the Web Service.

Class. Type Desc. (Classification Type Description)

Shows the name or description of the classification.

Escalation

Escalation determines the number of days that the related person responsible has to approve, edit or sign the document. If the person responsible does not approve the document within a certain period, the document is automatically re-assigned to their superior defined in the Positions of Employment register.

The default value is 8 days.

Valid value

Shows the period for which the document must be kept.

Valid type

Shows the unit of time when referring to the validity of the documents assigned to the given classification.

The following units of time are available:

  • (None)
  • Days
  • Months
  • Years

Storage

Assign the storage or the place where the document will be kept to the classification.

The storage can be selected from the Storage register.

Worfklow (eWorkflow)

From the drop-down list, select an eWorkflow that will be run when the document is assigned this classification. For example, for documents with classification 251 – Invoices-eInvoices, the eWorkflow Uvoz eSLOG računa (Import eSLOG invoice) will be started.

3. Form footer

In the footer of the form, there are buttons to navigate between the steps of the Setup Wizard.

Back

Returns to the previous step of the Setup Wizard.

Next

Moves to the next step of the Setup Wizard.

 

Back

Step 6: Document type settings

Next

Step 8: Links to forms and archives

 

  

     


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