Classification and File Plan Management

Classification and File Plan Management are key elements of Records Management. Autonomy Records Management supports both the manual and automatic classification of records. Records can be held in either the Autonomy Records Management records store or remain ‘in place’.

Classification and File Plan Management Features:

• Unlimited levels in the classification file plan
• Unlimited classification schemes
• Support for a hierarchical or functional file plan
• Configuration of record metadata for documents/records
• Configuration of global metadata
• Automated or assisted classification when adding documents/records
• Informational markings at any level (file plan, hierarchy, record/document)
• Relationship management
• Ability to apply multiple keyword hierarchies at the file plan level(inheritance)
• Ability to apply multiple keyword hierarchies for specified documents/records
• Ability to specify physical location metadata
• Ability to define lookup criteria
• Support for record series identifiers (RSI)