Mime-Version: |
1.0 |
Sender: |
|
Subject: |
|
From: |
|
Date: |
Mon, 24 Oct 2016 11:34:07 -0400 |
Content-Transfer-Encoding: |
8bit |
Content-Type: |
text/plain; charset="UTF-8" |
Reply-To: |
|
Parts/Attachments: |
|
|
Ineke,
Could you further explain your use case. What do you want automated
with the workflow. Do you want to automate declaring the document a
record? In my experience I have learned that there is no "out of the box
solution" that is going to fit every use case. The best that you can hope for
is to define the different Events that make a document an official record.
I'm sure this is not what you are looking for in regards to workflow but I'll
share what I know. Retention for Projects is based on the close date of the
project + x amount of years. The challenge is to come up with an
automated solution to define when the project closes and apply the close
date to all of the content. So prior to setting up your workflow you will
want to figure out how all of the information is grouped together so a user
can populate just one date and then all date fields with the same project
will get populated. This will require programming and will either need to
be run via subscription or utility job.
On Thu, 20 Oct 2016 09:36:45 +0200, Ineke De Lange
<[log in to unmask]> wrote:
>Dear Fred,
>
>Yes you are right. We are exploring and investigating document
>management systems.
>But do all systems automates the workflow?
>
>Kind regards,
>
>Ineke De Lange
>
>
>Ineke De Lange
>
>Senior Consultant
>
>Avenue Edison 20, B-1300 Wavre
>
>+32 471 04 46 21 <%2B32%20471%2043%2011%2097>
>
>www.exquando.com
>
>
>On Wed, Oct 19, 2016 at 6:02 PM, Frederic Grevin <[log in to unmask]>
wrote:
>
>> Ineke, is it fair to assume you are NOT working within a document
>> management system that automates the workflow?
>>
>> Fred
>> ════════════════════════
>> Frederic J. Grevin
>> [log in to unmask]
>> 212-312-3903 (w)
>>
>> List archives at http://lists.ufl.edu/archives/recmgmt-l.html
>> Contact [log in to unmask] for assistance
>> To unsubscribe from this list, click the below link. If not already
>> present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in
the body of the
>> message.
>> mailto:[log in to unmask]
>>
>
>List archives at http://lists.ufl.edu/archives/recmgmt-l.html
>Contact [log in to unmask] for assistance
>To unsubscribe from this list, click the below link. If not already present,
place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the
message.
>mailto:[log in to unmask]
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance
To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message.
mailto:[log in to unmask]
|
|
|