Classification Scheme

The classification scheme is prepared according to the needs of od classification of documents within th company.

In the side panel the tree structure classification plan is shown. With button refresh all newly added and changed classification are 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).

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.