Classification preview
In Step 6 of the Setup Wizard for Documentation, you can check and edit all classifications in the Classifications 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.
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.
|
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:
|
|
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.
|
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.
|