topic Re: Multiple legal requirements in one fileplan? in Alfresco Archive https://connect.hyland.com/t5/alfresco-archive/multiple-legal-requirements-in-one-fileplan/m-p/231467#M184597 <HTML><HEAD></HEAD><BODY><SPAN>Ana,</SPAN><BR /><BR /><SPAN>The records management functions operate on what Alfresco RM calls the Records Category, which is two hierarchy levels below the file plan and one below the records series.&nbsp; Inside each records category, you can have as many records folders as you want, each of which can contain as many records as you want.</SPAN><BR /><BR /><SPAN>Based on your question on how Alfresco would handle multiple legal requirements from different regions, there are a couple ways to handle this.&nbsp; From a records management perspective, many records managers would say that you should select either the longest retention period defined by the regions you do business in or that you can make a calculated risk of a lower retention period that still satisfies the vast majority of the regions you operate in.&nbsp; Legal counsel and/or strategic planning people should especially be in the decision-making process if you're going the calculated risk route.&nbsp; Either way, you'll end up with one retention period for every region you operate in, and Alfresco will handle that as intended.&nbsp; Program the Records Category to act appropriately and it will cut off the records as instructed for every folder you put in.</SPAN><BR /><BR /><SPAN>If that is not a viable route and you still want to create different retentions for each region/country, you could create separate Records Categories for each retention period you need to retain them for i.e. "Country A-5 years", "Region B-8 years", etc. and then deposit your records appropriately to the matching region's records category.&nbsp; As long as you setup your records categories correctly and deposit the correct region's records to the correct folder, Alfresco will manage it for you.&nbsp; </SPAN><BR /><BR /><SPAN>I hope this helps.</SPAN></BODY></HTML> Wed, 28 Jul 2010 20:25:05 GMT eholt 2010-07-28T20:25:05Z Multiple legal requirements in one fileplan? https://connect.hyland.com/t5/alfresco-archive/multiple-legal-requirements-in-one-fileplan/m-p/231466#M184596 Hi all!!I'm analyzing the possibility of using Alfresco as Record Management in a large company. How can alfresco handle multiple legal requirements of different regions/countries?I thought in multiple fileplans, but I red Records Management only allows one fileplan. Can I set different documents li Mon, 26 Jul 2010 13:02:57 GMT https://connect.hyland.com/t5/alfresco-archive/multiple-legal-requirements-in-one-fileplan/m-p/231466#M184596 anusk 2010-07-26T13:02:57Z Re: Multiple legal requirements in one fileplan? https://connect.hyland.com/t5/alfresco-archive/multiple-legal-requirements-in-one-fileplan/m-p/231467#M184597 <HTML><HEAD></HEAD><BODY><SPAN>Ana,</SPAN><BR /><BR /><SPAN>The records management functions operate on what Alfresco RM calls the Records Category, which is two hierarchy levels below the file plan and one below the records series.&nbsp; Inside each records category, you can have as many records folders as you want, each of which can contain as many records as you want.</SPAN><BR /><BR /><SPAN>Based on your question on how Alfresco would handle multiple legal requirements from different regions, there are a couple ways to handle this.&nbsp; From a records management perspective, many records managers would say that you should select either the longest retention period defined by the regions you do business in or that you can make a calculated risk of a lower retention period that still satisfies the vast majority of the regions you operate in.&nbsp; Legal counsel and/or strategic planning people should especially be in the decision-making process if you're going the calculated risk route.&nbsp; Either way, you'll end up with one retention period for every region you operate in, and Alfresco will handle that as intended.&nbsp; Program the Records Category to act appropriately and it will cut off the records as instructed for every folder you put in.</SPAN><BR /><BR /><SPAN>If that is not a viable route and you still want to create different retentions for each region/country, you could create separate Records Categories for each retention period you need to retain them for i.e. "Country A-5 years", "Region B-8 years", etc. and then deposit your records appropriately to the matching region's records category.&nbsp; As long as you setup your records categories correctly and deposit the correct region's records to the correct folder, Alfresco will manage it for you.&nbsp; </SPAN><BR /><BR /><SPAN>I hope this helps.</SPAN></BODY></HTML> Wed, 28 Jul 2010 20:25:05 GMT https://connect.hyland.com/t5/alfresco-archive/multiple-legal-requirements-in-one-fileplan/m-p/231467#M184597 eholt 2010-07-28T20:25:05Z Re: Multiple legal requirements in one fileplan? https://connect.hyland.com/t5/alfresco-archive/multiple-legal-requirements-in-one-fileplan/m-p/231468#M184598 <HTML><HEAD></HEAD><BODY><SPAN>Thank you very much for your response, eholt!</SPAN><BR /><SPAN>I think the best approach to my requirements is the second option. Different retentions in different categories.</SPAN><BR /><BR /><SPAN>Kind regards,</SPAN><BR /><SPAN>Ana</SPAN></BODY></HTML> Thu, 29 Jul 2010 08:07:53 GMT https://connect.hyland.com/t5/alfresco-archive/multiple-legal-requirements-in-one-fileplan/m-p/231468#M184598 anusk 2010-07-29T08:07:53Z