asked on July 15, 2021

Issue: We want version tracking on all documents that enter the repository.

 

Our system was set-up years before I joined the organization, however, had not be used outside of basic storage.  The person who set-up this system used record series for everything (no folders) they ever created.  I have been working to overhaul and rework the filing structure as departments came online and reduce that. 

 

However, now I am faced with an issue where I am wondering if the record series drill down is preventing use from being able to track versions.

 

I applied the setting at the root to all.... but it does not work....

 

We have a subset of shortcut folders, that don't use record series, pulling information for say task management assignments and collection of info for review.  It applied to those, but not anything in the a main area of our repository and we have several thousand folders (over 30k).  On all of those folders I can apply version tracking individually but that just seems ridiculous.

 

My questions:

1. Is there a way to have items in a record series apply the auto version tracking ? (it is currently greyed out I cannot modify/tick the option under properties)

2. Should I honestly just give up and have a workflow that runs as soon as any new document enters the system?  Would having a new document go in and another workflow running on it at the same time as this option ever cause any issues.  I only have about 20 or so active workflows but I have never had one that kicks off same time as another does, have had no reason to till now.

 

Any other ideas/suggestions on how to resolve this would be greatly appreciated

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