Document lifecycle
Security resilience
Assigning mandatory reads
Documents & tags
Changing core metadata
Xoralia documents rely on three core metadata values being populated to provide valuable information and functionality against each document.
- Document Owner
- Document Version
- Document contact
The Document Owner is the person who is expected to maintain the content of teh document, and the person to distribute the document for attestation.
The Document Version is a manual entry expected to be of use to track the version and history of a document, for example “1.0” or “1.1”.
The Document Contact is the person that should be contacted if the document reader has questions on the content of the document. This may be the same as the Document Owner, but often it may be a different person, or it may be more valuable to provide the reader with the appropriate department to contact, instead of an individual.
Although these three metadata’s will need to be populated in order to provide functionality and value to Xoralia, often the terminology is different from organisation to organisation. Therefore Xoralia allows the flexibility to change these terms to make more sense when implementing Xoralia. For example, “Document Owner” might be better to be called “Document administrator” or “Responsible” person; or “Document Version would perhaps we renamed to “Publication”.
To make these terms more suitable for you, once Xoralia has been implemented, navigate to the Xoralia library settings and change them. Note, because the term is used globally across Xoralia and it’s notifications, the value will be changed across all Xoralia libraries and cannot be done on a library by library basis.