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1. Uniform subdivisions
A uniform subdivision is a level of classification that allows you to subdivide all the series or sub-series of the classification plan, according to certain types of documents or files. In Constellio, the Uniform subdivisions option allows the creation, consultation, modification and deletion of uniform subdivisions.
To activate the use of uniform subdivisions, the option "Allow the use of uniform subdivisions" must be selected in the declassification configurations. The main advantage of Uniform Subdivisions is that they are not limited by the selection of a classification scheme heading, since they are used on the entire classification scheme, which is not possible with the use of the retention schedule rules.
1.1 Creating a uniform subdivision
- Click on "Administration" in the navigation menu;
- Click on "Uniform subdivision";
- In the "Record List" window, click on "Add";
- In the "Add/Modify Record" window, complete the metadata and click on "Save".
Basic metadata for creating a uniform subdivision | ||
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Field Name | Type | Description |
Code | Obligatory | This is the code (numeric or alphanumeric) that is attached to the title of the uniform subdivision. |
Title | Obligatory | Clear and concise title that facilitates identification of the uniform subdivision. |
Retention Rule | Optional | Allows you to associate one or more conservation rules with the uniform subdivision. Optional since it is possible to link the rules later when creating them. |
Description | Optional | Allows you to enter a description or application notes to the uniform subdivision. |
1.2 Consulting a uniform subdivision
- Click on "Administration" in the navigation menu;
- Click on "Uniform subdivision";
- In the "Record List" window, click on the magnifying glass to the right of the uniform subdivision you wish to consult.
1.3 Modifying a uniform subdivision
- Click on "Administration" in the navigation menu;
- Click on "Uniform subdivision";
- In the "Record List" window, click on the notepad to the right of the uniform subdivision to be modified;
- In the "Add/Edit Record" window, edit the metadata and click on "Save".
1.4 Deleting a uniform subdivision
- Click on "Administration" in the navigation menu;
- Click on "Uniform subdivisions";
- In the "Record List" window, click on the red "X" to the right of the uniform subdivision to be deleted;
- A confirmation window appears, click on "Yes".
Please note!
It is not possible to delete a uniform subdivision if records have been created under this subdivision. However, it is possible to batch process these folders and change or remove their subdivision and then delete the subdivision in question.
2. Configurations
In this section you will find all the system configurations that affect the uniform subdivisions. To learn more about the configurations, consult the article "System configurations ".
Disposal Tab | |||
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Configuration | Description | Possible values | Impacts |
Allow the use of uniform subdivisions | Allows the configuration and use of uniform subdivisions in Constellio | Activated | It is possible to configure and use uniform subdivisions. |
Deactivated | Uniform subdivisions cannot be configured and used. |