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
Reasons for creating subclasses include needing additional (custom)
properties that would apply to only a subset of a classes supplied
by
IBM Enterprise
Records, or needing
to operate on only a subset (such as subscribing to events or audit
events for your subclass).
You can also add custom properties to
existing classes, and you can modify the way in which properties display
in the IBM Enterprise
Records application
(for example, you can modify a property's display name and you can
specify predefined property values). For information, see Creating subclasses, Adding properties to classes, and Customizing the display of properties.
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 destroyed. You can modify
these workflows, customizing them for your organization's processes.
For example, you can add a new step, delete an existing one, or modify
the sequence of events in a workflow by modifying the definition of
that workflow. If your organization's business processes require workflows
other than the ones included with
IBM Enterprise
Records, you can create new workflows.
For information, see
Create and modify workflows.
Customizing record declaration entry templates
To
make the process of declaring records more efficient, you can create
entry templates for declaring records. Templates can specify default
information (such as record classes, file plan location, and properties)
as well as 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 as well
as for declaring electronic records. When you save an entry template
for declaring physical records, be sure to locate the file in the
FPOS\RecordsManagement\Templates folder
so that the template is visible in the
IBM Enterprise
Records application. See
Creating an entry template to declare physical records and
Create an entry template to declare records.
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 end users 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) and you can create new reports that
display in the
IBM Enterprise
Records application.
For more information, see
Customizing a report and
Creating a report.