Taxonomy tab: taxonomy Settings. |
| Tx_Code | Each taxonomy must have a unique code. Preferably the abbreviation of the taxonomy, e.g. CS for Corporate Services. |
Tx_Level | You can specify the level of granularity your taxonomy needs to reach. Each level is identified with a number. Enter a number between 2 and 4, where: 2= Function Level 3= Sub-Function Level 4= Business Process Level |
Tx_Name_PrimaryLanguage | Name of the Taxonomy in the primary language. It is a good practice to use a descriptive name here. |
Tx_Name_SecondaryLanguage | In case you are developing a bilingual taxonomy, Provide the name of the Taxonomy in the secondary language. |
Tx_EnableRecordsManagement | Display the Records Management section, this section allows you to capture additional details about the taxonomy, what kind of information is tagged with the taxonomy, what retention label to apply to the classified information and what disposition action to be taken at the end of its life. Enter TRUE or FALSE in the respective cell. |
Tx_EnableRetentionLabel | Display the M365 retention label tab. This tab allows you to either develop the retention label or select an existing retention label that you have previously developed for another taxonomy. Enter TRUE or FALSE in the respective cell. |
| Tx_EnableCustomColumns | Enables the Custom Column feature, this feature allows you to capture additional properties for the item in question. |
| Tx_EnableViewManagement | Enables the View Management Feature, this feature allows you to manage filters that are used to define criteria for views and enables the creation and management of views for taxonomies. |
Details - English tab: English values of the taxonomy details. |
| Tx_Title_PriLanguage | Name of the Taxonomy in the primary language. |
| Tx_Description_PrimaryLanguage | Description of the Taxonomy in the primary language. |
Tx_FunctionSeriesNumber | Unique series number of the function. it has to have the format: The taxonomy code + "-" + a unique number with leading zero; Tx_Code-00 (e.g. ABC-01, SDF-20, EFG-06). |
Tx_FunctionTitle_PrimaryLanguage | Name of the Function in the primary language. |
Tx_FunctionDescription_PrimaryLanguage | Description of the function in the primary language. |
SubFunctionSeriesNumber | Unique series number of the sub-function. it has to have the format: The Parent function series number + a unique number with two leading zeros. Tx_Code-XX-YYY, where Tx_Code-XX is the series number of the parent function (e.g. ABC-01-003, SDF-20-120, EFG-06-012). |
SubFunctionTitle_PriLanguage | Name of the sub-function in the primary language. |
SubFunctionDescription_PriLanguage | Description of the sub-function in the primary language. |
BusinessProcessSeriesNumber | Unique series number of the business process. it has to have the format: Tx_Code-XX-YYY-ZZZ, where Tx_Code-XX-YYY is the series number of the parent sub-function (e.g. ABC-01-003-005, SDF-20-120-023, EFG-06-012-928). |
BusinessProcessTitle_PriLanguage | Name of the business process in the primary language. |
BusinessProcessDescription_PriLanguage | Description of the business process in the primary language. |
Tx_DispositionProcess_PrimaryLanguage | In the primary language, describe the disposition process. e.g. Delete documents, retain document forever, Transfer to, etc. |
Tx_IRBV_PrimaryLanguage | In the primary language, describe the information resources of business value that is going to be produced within this business activities. |
Tx_IREV_PrimaryLanguage | In the primary language, describe the information resources of enduring value that is going to be produced within this business activities. |
Tx_RetentionTrigger_PrimaryLanguage | In the primary language, describe the action(s) that trigger the count down of the retention period. e.g. Last modified. Document created. You can also mention the criteria that is used to determine the disposition date, such as Last modified date, Creation Date, Project Closure Date, Superseded date, etc. |
Tx_RetentionExceptions_PriLang | In the primary language, describe any condition or situation that will make the document excluded from following the retention and disposition rules identified in the fields above, and what is the new rule. |
Tx_RetentionPeriod_PriLang | In the primary language, describe for how long the document has to be retained when the retention period is triggered. (e.g. 5 Years; 7 Years, 6 months, forever, etc.) |
Tx_DispositionAuthority_PrimaryLanguage | In the primary language, describe the disposition authority. |
Tx_OPI_PrimaryLanguage | In the primary language, describe the office of the primary interest. |
Tx_M365RetentionLabel | Enter the retention label to be assigned to this Taxonomy element. The retention label must already be created in the system to be entered here.
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| Tx_Disclouser_PrimaryLanguage | The security classification of the produced records. Enter here one of the following values:- Public
- Confidential
- Strictly Confidential
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Details - Français tab: French values of the taxonomy details. |
| Tx_Title_SecLanguage | Name of the Taxonomy in the secondary language. |
Tx_Description_SecondaryLanguage | Description of the Taxonomy in the secondary language. |
Tx_FunctionSeriesNumber | Unique series number of the function. it has to have the format: Tx_Code-XX (e.g. ABC-01, SDF-20, XYZ-06). |
Tx_FunctionTitle_SecondaryLanguage | Name of the Function in the secondary language. |
Tx_FunctionDescription_SecondaryLanguage | Description of the function in the secondary language. |
SubFunctionSeriesNumber | Unique series number of the sub-function. it has to have the format: Tx_Code-XX-YYY, where Tx_Code-XX is the series number of the parent function (e.g. ABC-01-003, SDF-20-120, XYZ-06-012). |
SubFunctionTitle_SecLanguage | Name of the sub-function in the secondary language. |
SubFunctionDescription_SecLanguage | Description of the sub-function in the secondary language. |
BusinessProcessSeriesNumber | Unique series number of the business process. it has to have the format: Tx_Code-XX-YYY-ZZZ, where Tx_Code-XX-YYY is the series number of the parent sub-function (e.g. ABC-01-003-005, SDF-20-120-023, XYZ-06-012-928). |
BusinessProcessTitle_SecLanguage | Name of the business process in the secondary language. |
BusinessProcessDescription_SecLanguage | Description of the business process in the secondary language. |
Tx_DispositionProcess_SecondaryLanguage | In the secondary language, describe the disposition process. e.g. Delete documents, retain document forever, Transfer to, etc. |
Tx_IRBV_SecondaryLanguage | In the secondary language, describe the information resources of business value that is going to be produced within this business activities. |
Tx_IREV_SecondaryLanguage | In the secondary language, describe the information resources of enduring value that is going to be produced within this business activities. |
Tx_RetentionTrigger_SecondaryLanguage | In the secondary language, describe the action(s) that trigger the count down of the retention period. e.g. Last modified. Document created. You can also mention the criteria that is used to determine the disposition date, such as Last modified date, Creation Date, Project Closure Date, Superseded date, etc. |
Tx_RetentionExceptions_SecondaryLanguage | In the secondary language, describe any condition or situation that will make the document excluded from following the retention and disposition rules identified in the fields above, and what is the new rule. |
Tx_RetentionPeriod_SecondaryLanguage | In the secondary language, describe for how long the document has to be retained when the retention period is triggered. (e.g. 5 Years; 7 Years, 6 months, forever, etc.) |
Tx_DispositionAuthority_SecondaryLanguage | In the secondary language, describe the disposition authority. |
Tx_OPI_SecondaryLanguage | In the secondary language, describe the office of the primary interest. |
Tx_M365RetentionLabel | Enter the retention label to be assigned to this Taxonomy element. The retention label must already be created in the system to be entered here. |
| Tx_Disclouser_SecondaryLanguage | The security classification of the produced records. Enter here one of the following values:- Public
- Confidential
- Strictly Confidential
|
Custom Fields - English tab: English values of the custom attributes. |
| Tx_FieldNameEnglish | The field name in English. |
| Tx_FieldNameFrench | The field name in French. |
| Tx_FieldValue | The field value in English. |
| Tx_Code | The file plan code. |
| Tx_FunctionSeriesNumber | The function series number. |
| Tx_SubFunctionSeriesNumber | The sub-function series number. |
| Tx_BusinessProcessSeriesNumber | The business process series number. |
Custom Fields - Français tab: French values of the custom attributes. |
| Tx_FieldNameEnglish | The field name in French. |
| Tx_FieldNameFrench | The field name in French. |
| Tx_FieldValue | The field value in French. |
| Tx_Code | The file plan code. |
| Tx_FunctionSeriesNumber | The function series number. |
| Tx_SubFunctionSeriesNumber | The sub-function series number. |
| Tx_BusinessProcessSeriesNumber | The business process series number. |
Views tab: Views details. |
| Tx_ViewName | The English name of the view. |
| Tx_FrenchViewName | The French name of the view. |
| Tx_ViewDescription | The English description of the view. |
| Tx_FrenchViewDescription | The French description of the view. |
| Tx_ViewFilterField | The English name of the filter that is used to build the query. |
| Tx_ViewFilterFieldValue | The English value of the filter that is used to build the query. |
| Tx_FrenchFilterFieldValue | The French value of the filter that is used to build the query.
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| Tx_FrenchViewFilterField | The French name of the filter that is used to build the query.
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| Tx_FilterCondition | The Operator that is linking the clauses together, in case multiple rows are for the same view. Possible operators:Note: The operator must be applied to the subsequent rows, not to the first row, and the subsequent rows must be listed in the excel after the first row. |
Filter Fields tab: filters and filter values used to create the views. |
| Tx_Code | The file plan code. |
| Tx_FunctionSeriesNumber | The function series number. |
| Tx_SubFunctionSeriesNumber | The sub-function series number. |
| Tx_BusinessProcessSeriesNumber | The business process series number. |
| Tx_ViewFilterField | The English name of the filter. |
| Tx_ViewFilterFieldValue | The English value assigned to the filter. |
| Tx_FrenchViewFilterField | The French name of the filter. |
| Tx_FrenchViewFilterFieldValue | The French value assigned to the filter. |
