Lab: eight document types and an access matrix

Forty-five minutes, and the central artefact is a document rather than a configuration. A document type structure of at least eight types across three categories, with a written access matrix stating who can view and who can upload each. Two columns, not one — view and upload, separately, per the first lesson. Document type security profiles attached to at least three data roles. Context-driven flexfields for two types with different attributes. Expiry configured on at least one type, plus a note on the report that would consume it — and the note is the deliverable, because failure five is expiry configured and no report. Letter generation for one type. Retention and archiving configured per type, with a note that the periods would come from the client's legal advisers. And evidence: three logins showing three different visible document sets. Five acceptance criteria, and three of them are unusual for this course…

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