Navigating the Access Unify® | Lifecycle Employee Portal

The Access Unify® | Lifecycle Employee Portal provides configurable, real time, read-only views into your organization's record retention information. The Employee Portal lets you find Access Unify® | Lifecycle retention information easily.

 

A Access Unify® | Lifecycle user with the Administrator or Portal Administrator role can setup the Access Unify® | Lifecycle Employee Portal.

bookmarks This Knowledge Base topic includes the following sections:

 

 

Length: 2 minutes.

 

 

The table below describes the Employee Portal views.

 

View Description

Content Types

Filter or browse a grid of your organization's content types to find the retention rule, privacy classification, security classification, and other requirements for content.

 

The Content Types view grid is like the Content Types tab grid in Access Unify® | Lifecycle.

 

To view an example of the Content Types view, hover your mouse over the image.

Content Type Search

Search by content type and quickly find the retention rule, privacy classification, security classification, and other requirements for content.

 

To view an example of the Content Type Search view, hover your mouse over the image.

Retention Schedule

Filter or browse a grid of your organization's record series and determine how long to keep records.

The Retention Schedule view grid is like the Record Series tab grid in Access Unify® | Lifecycle.

 

To view an example of the Retention Schedule view, hover your mouse over the image.

Retention Search

Search by document type or content type, display all the record series with that content type, and then determine how long to keep records.

 

To view an example of the Retention Search view, hover your mouse over the image.

 

 

The table below describes the Employee Portal view features.


Feature Notes

Searching

On the Retention Search view and the Content Types Search view pages, in the Search field enter the first three characters of a document type, content type code, or content type keyword.

 

 

To view an example of the Retention Search view, hover your mouse over the image.

 

The portal will suggest content types associated with your organization's retention schedule. You can select a content type for more information.

 

Or press Enter or click Search. Click a content type for more information.

Filtering and Sorting

On the Retention Schedule view and the Content Types view pages, filtering helps narrow down the information that displays on the pages and columns.

 

To filter at the page level, in the Filter for field enter a code or keyword, and then press Enter or click Filter.

 

You can also filter and sort at the column level:

  • Click the filter icon in the column heading, enter a code or keyword, or click Advanced and select a value, and press Enter.

  • To sort a column in alphanumeric order, click on the field name in the column heading. Click the field name in the column heading again to sort in the reverse direction.

Reporting

Depending on the configuration, you can download Retention Schedule reports.

For example, on the Retention Schedule view, click PDF to generate and download a report of information in the grid.

Viewing Details

On the Retention Schedule view and the Content Types view, to view the details of an item, double-click an item or select an item in the grid and click View Detail.

Viewing Retention Schedules by Jurisdiction

If the Hierarchical Exceptions feature is enabled, on the Retention Schedule view you can click the Viewing as button and select a jurisdiction. For example, you can display only retention schedules for Canada.

 

 

To view retention schedules for all jurisdictions, click the Viewing as button, and then select Global (default).