There are several ways in which an administrator can customize IBM® Enterprise
Records relating to workflows,
record declaration entry templates, searches, and reports.
Customizing classes and properties
IBM Enterprise
Records supports subclassing some
entity classes. You can add subclasses of these classes:
- Electronic Record Folder
- Hybrid Record Folder
- Physical Container
- Box
- Physical Record Folder
There are a couple of reasons for creating subclasses. One reason
is needing additional (custom) properties that would apply to only
a subset of a class supplied by
IBM Enterprise
Records.
Another reason is needing to operate on only a subset, like subscribing
to events or audit events for your subclass.
You can also add custom
properties to existing classes. You can modify the way in which properties
display in the IBM Enterprise
Records application.
For example, you can modify a display name of a property and you can
specify predefined property values. For more information, see the
related topics.
Customizing workflows
IBM Enterprise
Records provides workflows that
automate the flow of work to accomplish records management tasks,
such as reviewing entities before they are deleted. You can modify
these workflows, customizing them for the processes of your organization.
For example, you can add a step, delete an existing one, or modify
the sequence of events in a workflow. Modify the sequence by modifying
the definition of that workflow. If the business processes of your
organization require workflows other than the ones included with IBM Enterprise
Records, you can create new workflows.
For information, see the create and modify workflows topic.
Customizing record declaration entry templates
To
make the process of declaring records more efficient, you can create
entry templates for declaring records. Templates specify default information
like record classes, file plan location, and properties. Templates
also hide some wizard pages to speed up the entry process or to prevent
users from seeing preset values. IBM Enterprise
Records includes an entry template
for declaring physical records. You can modify this template, and
you can create new templates for declaring physical records and for
declaring electronic records. When you save an entry template for
declaring physical records, locate the file in the FPOS\RecordsManagement\Templates folder
so that the template is visible in the IBM Enterprise
Records application. For more
information, see the creating entry template topics.
Customizing searches
The IBM Enterprise
Records application includes the Search tab
that provides a quick way for users to find entities within a file
plan. However, you can create both stored searches and search templates
that help you perform more complex searches. Stored searches are complete
searches that automatically run when selected by a user. Search templates
are partially completed searches that allow user interaction. IBM Enterprise
Records provides a search template
that includes search criteria for some common characteristics that
are specific to IBM Enterprise
Records for
an entity. When you save a stored search or search template to be
used in IBM Enterprise
Records, be sure
to set the value for the Application Name property to IBM Enterprise
Records.
Customizing reports
IBM Enterprise
Records includes a number of reports
that provide a statistical view of different activities performed
using IBM Enterprise
Records. You can
customize these reports. For example, you can add and delete fields
or modify the report parameters. You can create new reports that display
in the IBM Enterprise
Records application.
For more information, see the topics about customizing and creating
reports.