# Documents and Content Management Pack

Skill: `managing-documents-and-content`

[Word report](report.en.docx) · [Excel register](register.en.xlsx)

## Record details

| ID | Field | Project value |
| --- | --- | --- |
| `artifact_id` | Artifact ID | |
| `project` | Project | |
| `skill` | Skill | |
| `version` | Version | |
| `date` | Date | |
| `status` | Status | |
| `author` | Author | |
| `owner` | Owner | |
| `approver` | Approver | |
| `purpose` | Purpose | |
| `business_outcome` | Business outcome | |
| `scope` | Scope and exclusions | |
| `source_inputs` | Inputs and sources | |
| `assumptions` | Assumptions and constraints | |
| `decisions` | Decisions | |
| `rationale` | Rationale | |
| `risks` | Risks | |
| `exceptions` | Exceptions | |
| `open_items` | Open items | |
| `due_date` | Due date | |
| `acceptance_criteria` | Acceptance criteria | |
| `evidence_location` | Evidence location | |
| `reviewer_decision` | Reviewer decision | |
| `next_gate` | Next stage gate | |

## Domain analysis and decisions

### Content scope and urgent preservation (`content_scope`)

Identify records, working copies, source repositories, and content needing immediate preservation.

> Enter project evidence, conclusion, and owner.


### Taxonomy and content model (`taxonomy`)

Define taxonomy, controlled vocabulary, required metadata, and version rules.

> Enter project evidence, conclusion, and owner.


### Capture and publication (`capture`)

Set ingestion, validation, approval, publication, and supersession steps.

> Enter project evidence, conclusion, and owner.


### Access and retrieval (`access_search`)

Differentiate permissions, sensitive content, search needs, and access audit.

> Enter project evidence, conclusion, and owner.


### Retention rules (`retention`)

Record triggering events, jurisdiction, retention period, and approval authority.

> Enter project evidence, conclusion, and owner.


### Legal hold and chain of custody (`legal_hold`)

Define hold activation, suspension, release, discovery, and traceable evidence.

> Enter project evidence, conclusion, and owner.


### Disposition and retirement (`disposition`)

Define expiry checks, exceptions, approval, disposal, and recovery verification.

> Enter project evidence, conclusion, and owner.


### Migration and audit acceptance (`acceptance_evidence`)

Verify search, retention, migration, continuity, and audit records.

> Enter project evidence, conclusion, and owner.


## Working registers

### Content Inventory (`inventory`)

Identify source, type, ownership, and risk.

| Content type (`content_type`) | Source (`source`) | Owner (`owner`) | Status (`status`) | Evidence (`evidence`) |
| --- | --- | --- | --- | --- |
|   |   |   |   |   |

### Retention and Disposal (`retention`)

Track retention rules, holds, and disposition decisions.

| Content type (`content_type`) | Retention rule (`retention_rule`) | Exception (`exception`) | Disposition (`disposition`) | Approver (`approver`) | Date (`date`) | Evidence (`evidence`) |
| --- | --- | --- | --- | --- | --- | --- |
|   |   |   |   |   |   |   |