Oh sorry – I forgot to look at the 100 page manual for records management
“It is simply not realistic to expect broad sets of employees to navigate extensive classification options while referring to a records schedule that may weigh in at more than 100 pages.”
ARMA International Survey
Within the SharePoint environment, conceptClassifier for SharePoint is being widely used to facilitate records management processes by eliminating end user non-compliance and inconsistent application of records retention codes, the primary cause of records management failure. The ability to automatically extract conceptual metadata based on the content, identify organizational descriptors associated with the file plan, and apply appropriate records retention codes removes the burden from the end user. The end user no longer has to decide the appropriate classification values. These values are defined by the agency to mirror the records management file plan and unique organizational descriptors.
Most of our customers are using SharePoint. In any organizations that use SharePoint, documents are often placed in the wrong location, have inappropriate metadata applied, and lack measures to control access and rights management for individual data assets.
Content types in SharePoint enable organizations to take advantage of the workflow capabilities that can enhance organizational performance while driving down costs. The only obstacle with content type applications is that individuals have to decide which content type applies to every document ingested by SharePoint. For organizations with large content repositories this is no trivial matter. conceptTaxonomyWorkflow works in conjunction with conceptClassifier for SharePoint to automatically change the content type and route to the appropriate repository (i.e. records management, privacy, etc.).
Regulatory guidelines associated with records management, information security, and e-Discovery drive these requirement for workflow. Organizations without automated processes that enable records declaration, data transparency, and information security find themselves at increased organizational risk when it comes to storing, preserving, securing, controlling, and exposing information.
In SharePoint, semantic, records retention, and security metadata contained in the Term Store has to be applied to every data asset in order to ensure data transparency, records declaration, and to control access and apply digital rights management. Leveraging conceptClassifier for SharePoint organizations are able to automatically apply semantic, records retention, and security metadata.
This is accomplished by creating a taxonomy that mirrors the records file plan and organizationally defined descriptors. Uploaded documents are automatically tagged and if the metadata is associated with a specific Content Type, the Content Type is changed and record retention codes are applied for automatic migration to the Records Management System.
Voila – no more 100 page manuals!