Assumptions
Before we get into the four functional categories we should list some assumptions here. We look at metadata and what metadata needs to be held and what standards and guidance there is under the "management" category. Under "Input" we look at techniques for capturing metadata.
We have assumed that the solution will be TNA compliant and will also provide additional active electronic document and content management facilities Hence you will need to agree a classification scheme/Fileplan with your supplier and the supplier will set up the required classes and folders and folder parts on the system to comply with your requirements.
We have assumed that at the class and folder level you will use the TNA metadata standard as the baseline. We have assumed that you will need to add additional user fields at the folder level.
We have assumed that at the document and record level you will use the TNA metadata standard as the baseline for declared records. We have further assumed that you will want to use additional metadata to manage active documents while they are under workflow/ business process management control and because you have additional requirements.
