If your template is being created for documents that should
be declared as records, you can specify the declare record behavior
and a declare record entry template. The Author
Record Entry Template Access site preference determines which
users see this step.
To specify declare record settings:
- Click Browse/Search for Declare Record Template if
you want to place the declaration process under the control of an
entry template.
- Select the object store that has the entry template.
- Navigate to the declare as record entry template and
click Select beneath its name.
- Specify how the record declaration option is available
to the user, as follows:
- Always declare an unclassified record -
When the user finishes adding a document with the entry template,
it is automatically declared as an unclassified record with no further
input required from the user.
- Optionally declare an unclassified record -
After adding the document, the user is prompted to Declare
as Record from the Add Document confirmation page. If
the user chooses to do so, the Declare as Record wizard starts.
- Optionally declare a classified record -
After adding the document, the user is prompted to Declare as Record
from the Add Document confirmation page. If the user chooses to do
so, the IBM® InfoSphere® Enterprise Records Security
Classification Wizard, which manages the record declaration and classification,
starts.
- Optionally declare a record with or without classification -
After adding the document, the user is prompted to Declare as Record
from the Add Document confirmation page. If the user chooses to do
so, the user can declare either an unclassified or classified record.
If the user chooses to declare an unclassified record, the Declare
as Record Wizard starts. If the user chooses to declare a classified
record, the IBM InfoSphere Enterprise Records Security
Classification Wizard starts.
- Never declare as record - After adding
a document, the user is not prompted to Declare as Record from the
Add Document confirmation page.
Note: If you selected the Yes,
use entry template for checkin check box in the Set properties
step, subsequent checkins of the document also use this template.
If you use major and minor versions of documents, it's likely that
the user might not want minor versions declared as records. Therefore,
instead of selecting Always declare, a better
choice might be to select Optionally declare,
which allows the user to choose whether to declare the version being
checked in.