The following permissions are required for users setting up records management:
- New
Object Instances:
-
File Plan
Component
-
File Plan Disposition
Instruction
-
File
Plan Disposition Order
- Link Independent
Objects (persons and/or groups who are allowed to assign documents to file plans need this permission, this may include general users using AssetWise Web):
-
Document - File Plan
Disposition Order
- Break
Relationship - optional, requires link permission
- System
Information (assign persons or groups who need permission to):
-
Run File Plan
Disposition Calculation
-
Set Up
Scheduled Job