Documents and Content Management Pack
Skill: managing-documents-and-content
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) |
|---|---|---|---|---|---|---|