General information

ID

An alphanumeric code is specified in the field, which serves as a unique classification identifier.

Upon downloading the classification scheme using the Web services the code is already defined.

Material

Enter any description in the field or the name of the individual classification. The easiest way to imagine this is the way you used to stick a sticker on a folder.

Upon downloading the classification scheme using the Web services the material type is already defined.

Type of Material

In the field, you can choose from the following preset types:

• Archival material - is documentary material that has lasting significance for the business long after its creation (e.g. registry data, land data …)

• Permanent documentary material - are all types and forms of records that were created or received during the business of legal and natural persons, which are not considered archival material by law, but have a statutory retention period

• Other material

HINT Read more about the differences between documentary and archival material in the article What is archival material. Rules on archiving or storage of material for an individual activity or the type of material is governed by the Act on the Protection of Documentary and Archival Material and Archives (ZVDAGA).

Validity

Shows the period for which the document must be kept.

Validity Type

The field contains the time unit of validity of the documents stored at a certain classification. The following options are available:

• (None) – without tag
• Days
• Months
• Years

Person responsible

In the field from the drop-down list of the Subjects register, the person responsible, i.e., the classification administrator is chosen. You can choose between contact persons of the company. Active and inactive contacts are displayed.

Superior

In the field, we specify the parent classification and thereby place it in the hierarchy of classifications. For example the subordinate classification Members of CZ units is the superior classification CZ – National Guard.

Escalation (days)

In the field, enter the number of days that the associated person responsible has available to confirm, edit or sign the document. If the person responsible does not approve the document within a certain period, it is transferred for approval to a superior person, who is specified in the hierarchy of the job positions register. The default value is 8 days.

Worfklow (eWorkflow)

In the field from the drop-down list, select a workflow that will be run when you place a document in this classification. For example in the case of documents with the eInvoice classification, the Import eInvoice business process is started.

Storage

In the field, specify the storage or the place where the document will be stored. You can choose between:

• eDocumentation
• Certified eDocumentation
• Local eDocumentation
• No storage – option for users who do not use eDocumentation services

Note

The field is intended for entering an arbitrary note for the classification. You can write down bookmarks in it, which make it easier to place documents in the appropriate classification.