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Back to Records Management
This document should be considered work in progress and does not reflect features currently available in Alfresco.
Alfresco Records Management Folder Hierarchy Model
RMHierarchy.pngFile Plan
- A file plan is the top structure in the records management hierarchy.
- A repository usually only has one file plan, but can have more than one.
- A file plan contains many record categories and/or record category series.
Record Category Series
- A grouping of record categories
Record Category
- Records can be filed in record category
- A record category defines how the record is treated during it's lifecycle
- It has retention and disposition data associated with it
- Record folders and records filed within the category are subject to the data defined on the category.
Record Folder
- A record folder is an extension to a file plan.
- A record folder is managed by the RMA as a 'fat record'.
- It contains many records which are grouped together.
- A record folder allows retention and disposition of the contained records to happen together.
Record
- A record is any content that has been filed within a File Plan.
- A record can refer to non-digital content.
- A records life cycle is managed by the RMA and determined by the record category it is filed within.
Alfresco Records Management Content Model
Model
Types
FilePlan
Name
| rma:filePlan |
---|
Title
| File Plan |
---|
Parent
| cm:folder |
---|
RecordSeries
Name
| rma:recordSeries |
---|
Title
| Record Series |
---|
Parent
| cm:folder |
---|
RecordCategory
Name
| rma:recordCategory |
---|
Title
| Record Category |
---|
Parent
| cm:folder |
---|
Default Aspects
|
|
---|
Properties
Name | Type | Mandatory | Default | Description
|
---|
rma:name | d:text | yes | | Record category name |
rma:id | d:text | yes | | Record category unique identifier |
rma:description | d:text | yes | | Record category description |
Aspects
Record
Name
| rma:record |
---|
Title
| Record |
---|
Properties
Name | Type | Mandatory | Default | Description
|
---|
rma:recordId | d:text | yes | | Unique record identifier |
rma:title | d:text | yes | | Record title |
rma:dateFiled | d:date | yes | | Record category description |
rmaublicationDate | d:date | yes | | Record publication date |
rmarigionator | d:text | yes | | Record origionator |
rma:supplementalMarkingList | d:text | no | | Supplemental marking list |
Engineering Notes