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 Telekom storage.

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 . There are listed all documents that include selected classification.