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Transparent records management

Records Management
Updated December 7, 2015
asked on March 30, 2015

Hi all,

I have come across some articles on Transparent Records Management. Is it just a concept used or a functionality in LF? It will be interesting if you can all please share your knowledge and experience on this topic.

Thanks to reply.

Regards,

Sheila

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Replies

replied on March 30, 2015

TRM is the concept of maintaining your records in a true RM environment while presenting the records to the end users in a folder structure that is intuitive and functional for them.  For the most part, RM is complex and file storage is often not user friendly for anyone other then the Records Manager.  By implementing the concepts of TRM, a repository can maintain the Record Series along with retention rules without forcing the end users to become records managers.

For a Laserfiche Records Management system, TRM is achieved through the development of workflows to assist with the filing of documents into their proper Records Series while providing the end user with an intuitive file structure for easy access to the records that they have permissions to.

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replied on March 30, 2015 • Show version history
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replied on December 7, 2015

Are there any white papers on this topic? It is quite complex and I would like to learn more about it, since I'm the records manager for my company. It was already set up before I got here, so I am trying to manage it, but I would really like some insight and best practices on how it is set up, especially with regards to the security properties applied.

 

My co-worker explained to me the other day about the security properties. We assign a group to a records manager folder and deny them the right to see/edit etc the folder only. We then add the same group to the folder again and allow them to Read and Browse all of the files and sub-folders beneath the original folder that we had denied them access to see. Basically, we are denying them the ability to navigate to, view and interact with the actual files, but we allow them access to the file contents through the shortcut that they see on the user end. Finally this is making sense to me, but I'm sure there are more best practices out there, if someone could please share those?

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replied on December 7, 2015

Hi Danielle,

A couple starting points would be:

 

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