Thoughts on Records Management

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solo8788

I just finished installing the record management module and had a couple of questions/suggestions.

1.  Would it be possible to edit the metadata when you click on the record? ( The view im referring to brings up the preview of the document and static metadata)  It's sometimes easier to edit the metadata when you can actually see the contents of the file ( while your typing).
2.  Is the only current supported way to edit the metadata through the share site?  In my mind I see the metadata input being done through Alfresco explorer, through advance workflows and then filed in the record management system.

Thanks in advance and good work.

carlos_miguens

1. I think this would be a nice feature to have but it won't come from clicking on a record, as the interface needs to be targetted at the most frequent use case which is record viewing. It would be good however to show a preview during edit.

2. Our goal is to improve Share through this and further releases to provide all the necessary functionality and eventually to make Share a richer and easier interface than Explorer. So Explorer is not going to be supporting any RM functionality, indeed Explorer is not a DoD certified interface. I agree however with the way that metadata might be entered, hence we made the process for creating records a three step process; file, complete, declare. This will allow for a record to be put into a workflow and have the metadata "completed" by a number of different people before it is finally declared. The only missing piece is the workflow access through Share - we are working on this.

Carlos