The following table describes the terms related to RedOffice and TechnologyOne ECM.
|
Term |
Description |
|
Check in |
Write the changes to document to ECM as a new version. |
|
Check out |
Extract a file from ECM for editing. This will lock the document to the user who has checked it out. Other users will not be able to edit. |
|
Ci Anywhere |
TechnologyOne’s latest web-based software platform. TechnologyOne ECM is delivered on the Ci Anywhere platform. |
|
Document ID |
The unique identifier for a specific document version within TechnologyOne ECM. |
|
Document Set ID |
Often referred to as DocSetID, this is the unique identifier for a document within TechnologyOne ECM. |
|
Drawer |
The RedOffice Drawer gives users access to recently registered or accessed ECM documents, Also the ability to register and open any document type |
|
ECM |
TechnologyOne Enterprise Content Management (ECM). |
|
EDRMS |
Electronic document and record management system. TechnologyOne ECM is considered an EDRMS. |
|
Index |
In ECM an index is a data structure (potentially using a multilevel hierarchy) that stores customer and business information. Documents within ECM are linked against entries within an index to provide business context. |
|
Index Entry |
In ECM an index entry is a folder within the index. E.g. in the Customer index the Sally Jenkins folder is an index entry. |
|
Metadata |
Information that describes the document. E.g. document author and date registered are examples of metadata. |
|
Quick Add Profile (QAP) |
QAPs are registration templates tailored for specific document types. They can include preconfigured information. |
|
RedOffice |
The Redman Solutions developed add-in for Microsoft Office applications that interacts with TechnologyOne ECM. |
|
Register |
Save a new document/email to ECM. |
|
Ribbon |
The ribbon is a set of toolbars at the top of the window in Microsoft Office programs designed to help the user quickly find the commands that are needed to complete a task. |