Summary
In this chapter, we covered the following topics:
What a File Plan is and the File Plan structure recommended by the DoD 5015.2 specification
What is the best practice approach for specifying a File Plan
How to create the Series, Category, and Folder containers of the File Plan
At the end of this chapter, we included a detailed discussion about how the File Plan in the Records Management site was implemented as an extension of the standard Alfresco Share Document Library. We saw how the File Plan page is configured to be available in the Records Management site via the presets.xml
file. We also saw some of the internals for how the File Plan page was built using Spring-Surf webscripts and the YUI client-side library for building rich application interfaces.
One part of the File Plan skipped over in the discussion in this chapter was the creation of the Disposition schedule that is associated with File Plan categories. The Disposition schedule defines lifecycle instructions for the records...