Document records and why access matters most

Document records are structured attachments against a person. Contracts. Right-to-work evidence. Disciplinary records. Medical certificates. Qualifications. Visas. Read that list again, slowly, because it is the argument for everything that follows. A misconfigured document type is not a usability problem. It is a data protection incident. This module is different from every other one in the course. Everywhere else the content is structured data with defined meanings; here it is unstructured, and frequently highly sensitive. Getting a field label wrong in Module 6 is a usability problem. Getting an access rule wrong here means somebody's medical certificate is visible to somebody who should never see it — and unlike almost every other failure in this course, you cannot tell by looking at the screen that it has happened. The categorization model is type, category, subcategory, and the attributes each carries. That structure is what lets you make different rules for…

In this module: Module 13 · Document Records

1. 1Document records and why access matters most
2. 2Document types and categories
3. 3Controlling access
4. 4Flexfields and contextual attributes
5. 5Generating letters
6. 6Retention, archiving and purging
7. 7What breaks
8. 8Lab: eight document types and an access matrix