In-Place Records Management With Dynamic Records Handling

摘要

In-place records management can include in-place declaration of records in which a document within a document library or other first file structure associated with a content management system or application can be declared as a record such that records management controls are set for the document. The setting of the records management controls can include placing a record marker in the first file structure while the content object containing content and metadata of the document now designated as a record is relocated to a second file structure associated with a record management system or application. The record marker allows users of the content management system or application who had access to the document prior to its designation as a record to be able to access the corresponding record from within the content management system or application. Additional features can include dynamic record declaration and dynamic record handling.

主权项

1. A computer program product comprising a non-transitory machine-readable storage medium storing instructions that, when executed by at least one programmable processor, cause the at least one programmable processor to perform operations comprising:
moving a content object comprising content and metadata of a document maintained within a content management system of an organization into an unfiled records folder of a records management system of the organization, the moving occurring when the document is declared as a record; evaluating the content object to determine a location within a file plan of the records management system to which the content object is to be moved; moving the content object from the unfiled records folder to the location; and updating a record marker in the content management system to provide access from a first file structure of the content management system to the location such that users of the content management system having access permissions for the document can access the content object subject to the access permissions and one or more records management policies enforced by the records management system.