Professional Documents
Culture Documents
Retention schedule - which is the policy that governs how long records are retained
by the Company and when they should be destroyed. Это свод правил о хранении
различных документов.
The Records Retention Schedule is media neutral – meaning that it includes requirements
for both physical and electronic records.
3. Rules
Organized by jurisdiction, Rules quickly allow you to construct retention/disposition
instructions that suit your business. They reflect your interpretation of the
requirements. Often, one Rule will be suitable for multiple requirements improving
management and usability of the Rule library as a whole.
Citation Mapping - Citation Mapping objects can be created either from the
Citation Library or from the Retention Schedule.
Rule Mapping - Rule Mapping objects can be created either from the Rule Library or
from the Retention Schedule.
The purpose of Request
Fulfillment (Tasks) is to
enable users to request
and receive standard
These are services; to source and
A service request is standard catalog deliver these services; to
Task a request from a items., Set a new Low provide information to
user for information Completion of th
PCS instance, Normal users and customers
or advice, or for a Request/Task
(Request standard change, or enable SSO High about services and
connectivity, Urgent procedures for obtaining
Fulfillment) for access to an IT Custom Reports them; and to assist with
Service general information,
complaints and
comments.
Enhancement
Request
Question can take Resolution/Con
User
the form of user Low tion from Client
Training/Awareness This is standard Level 1
education (how to, Normal JIRA # - Handof
Question redirect, etc.) or
GRS, Request
High
Service Desk engagement
Product Managemen
for clarification or with our clients.
enhancement Urgent (Roadmap)
research for any
requests.
legal citation.
High
Follow
Filters (#9840) - Counters for filters on Maintenance page aren't updated after citation is
accepted/rejected
Filters (#9840) - Mapped State filter counters on some Libraries pages aren't correct
Filters (#9611) - Follow Up filter isn't refreshed
Filters (#9840) - Counters for Mapped State filter are incorrect
Mapping Wizard (#9680) - Error message is displayed while Mapping Wizard update
Notifications (#9738) - Weekly/Monthly notifications don't come
Portal (#9607) - Users come to the Dashboard page via portal link after login to PCS
Processing Activity page (#9921) - Processing activities disappear from the page of
Processing Activity group is changed
Reports (#9917) - Retention Schedule Report - a listing of record classes with mappings
takes long time to generate
1.1 Product
PCS – Policy Center Solution - web-based solution for developing, managing and distributing
retention policy. It’s a client delivery mechanism for GRS. Subscription-base service. A secure cloud-
based research authoring and distribution platform that is tightly integrated with our Global
Research Service providing you a new interactive way to access and manage your retention schedule
map your organization structure and data locations
GRS – Global Research Service –web-based solution for creating, managing and storing legal
information related to retention of data and documents.
GRS objects:
5 tags:
Jurisdiction
Legislative area
Legal subject
Citation group
Spotlight
Jurisdiction is an are where the certain law is applied. It establishes the rules of records
retention and distruction:
State/Province
Country
Region
Code
Name
State
description
Area
1. Jurisdiction - is an area where the certain law is applied. Это эрия (область) на
которую распространяется определенное законодательство. Может быть
-страна -штат/провинция – регион. Это таксономия и создается в GRS.
Поля у юрисдикции:
Code
Area
ISO 3166-1 alpha-2
Legislative Area (LA): The LA tag describes the area of law and/or the industry to which a citation
relates. The LA will be based upon the legal source of the applicable laws or regulation, such as
Employment, Tax or Environmental Law. Select the most specific Legislative Area applicable. You may
use multiple Legislative Areas where needed, such as the combining of Environmental with Oil and
Gas or Employment.
Legal Subject (LS): The LS tag sets out the exact business entity that must comply with the legal
requirements. Determining the correct Legal Subject typically requires examination of the Definitions
and/or Authority and Scope sections within a law, chapter or act to find appropriate description of
the intended Legal Subject and Source Object.
Citation Group (CG): The CG tag describes the business activity represented by sets of business
records (as described under Records Affected) for each citation. The Citation Group tag is used to
identify the types of business records impacted by the recordkeeping requirements described in the
citation. The Citation Group tag structure is organized by basic corporate function records that apply
widely across organizations such as Corporate Governance, Employment and Taxation and by
industry-specific types of business records that apply narrowly to specific industries such as
Insurance and Pharmaceuticals.
Когда приходят изменеия по тегам их не надо паблишить. На GRS обновления по тегам идут
сами, но на PCS в maintenance mode они тоже зависают в pending статусе.
Citation может быть создан в PCS клиентом (Local citation) или обычно
доставляется из GRS по подписке (Legal citation)
Code:
Jurisdiction:*
Name:*
Rule Type:
Retention Trigger:
Trigger:*
Min Period:
Max Period:
Disposition Action:
16. Spotlight – это как лейбл не обязательное поле. Если citation не понять что
с ним делать.
17. Mapping – Направленный способ связи объектов (в нашей системе PCS).
Это еще и самостоятельный объект со своими meta-данными:
Что с чем связано и почему (From to why)
Rule мапят на Record class.
18. Tagging – связь двух объектов в виде ссылки. Применяется часто на
Citation. Тэги нужны что бы определять citations их важность и на какие
направления бизнеса может влиять этот ситейшэн
19. Governance rules – это капсула которая включает в себя один Doc Type
один Record Class и одну Rule
20. Working copy – рабочая страница где (Рекорд манагеры) сотрудники IRM
работают и проводят изменения дополнения создают рекорд классы..
Версия PCS доступная конкретная клиенту есть working copy of citations на
GRS. Перед тем каквыпустить citation – нужно нажать кнопку Publish в GRS
чтобы заапрувить citation. Citations идут из GRS в PCS в 2-х режимах:
Изменеия по ситейшенам:
-1 Major
-2 Minor
Термины:
Тригрит – визуальное представление иерархии в виде дерева на странице.
View – виды. Бывают системные и (Кастомные)
31. Audit log – все действия, которые были сделаны на тенанте. Его можно
увидеть в меню слева в модуле ADMIN – далее Audit log
32. Jasper report – это движок на Java на котором работают репорты
33. Новая платформа это платформа на которой реализованы принципы
мультитенантности.
34. Ontology manager – Фабрика по производству prepackaged retention
schedule. место где готовят prepackaged retention schedule. Вэб-бэйзд
прилага откуда через API приходят prepackaged retention schedules.
Для крупных клиентов (prepackaged retention schedules) шаблоны по
конкретной индустрии и юрисдикции со своим набором record classes (Для
банков скажем HR, Finances ...) и под ним рулы.
35. Типы значков:
Citation – желтый значок (Legal citation)
Citation – желтый значок c красной каплей (Local citation – кастомный
citation, который может создать кастомер)
Rule – зелёный значок
Record class – синий значок
Privacy obligation – на зеленой иконке черные очки
Privacy – черные очки на любой иконке
The General Data Protection Regulation (GDPR) came into force May 25, 2018 and has far-
reaching implications for organizations and their use and storage of EU personal data
The GDPR protects the right of a European resident to determine whether, when, how and to
whom his or her personal information is revealed and how it can be used
The GDPR applies to any data processing activities of those companies that target EU data
subjects, regardless of location, and will control the acquisition, use, transmission, storage,
destruction and breach of personal data
The regulation requires that an organization seek permission from a local data protection
authority prior to disclosing information to any governmental entity, with breach notifications
required within 72 hours
Core to the regulation is that “sensitive information” (religion, national origin, medical
history, sexual orientation) must be guarded more stringently
The overall business purpose of the Data Privacy module is to aid Policy Center customers in
meeting the new EU General Data Protection Regulation (GDPR) on privacy. This will be
accomplished by reducing the risk of regulatory compliance, data management, retention and
disposition, relative to Information Privacy.
The Data Privacy module in PCS allows incorporating privacy requirements in the retention
policy
PCS allows cooperation on documenting the data processing activities in both textual and
visual forms (data flow mapping)
Classified privacy legal data is available for multiple jurisdictions to develop a privacy policy
Classification of personal data types and metadata points for data sources, data owners and
business processes can be easily customized at client’s needs
* Alexander Shastakovich Omega TL команда занимается всем PCS больше UI часть фронт и
бэк но не платформенная часть
* Ivan Hvasko Sigma TL контент сервисы, GRS antology manager, migration на EDG
3. Декомпозиция задач:
4. Приоритезация задач:
5. Оценка задач:
Glossary
PCS – Policy Center Solution - web-based solution for developing, managing and distributing
retention policy. It’s a client delivery mechanism for GRS. Subscription-base service. A secure cloud-
based research authoring and distribution platform that is tightly integrated with our Global
Research Service providing you a new interactive way to access and manage your retention schedule
map your organization structure and data locations
GRS – Global Research Service –web-based solution for creating, managing and storing legal
information related to retention of data and documents.
Jurisdiction is an area where certain law or regulation related to records retention is applied. Each
piece of legislation which establishes the rules of records retention and destruction is enforced
within a specific jurisdiction, which can be a separate state (for instance, California), country (for
example, Germany), region (for example, EU), etc.
Citation is a quote from a regulation or law which explains the data retention and management
rules. Each Citation is created for a certain Jurisdiction and keeps the following information: code,
name, title, section, heading, retention trigger, minimum retention period, maximum retention
period, attachments, etc. There is a special page called Citation library where you can view or filter
citations according to some criteria, for example, Jurisdiction. Citations can be created on PCS by a
client (so-called local citations) or can be delivered from GRS by subscription (legal citations). A user
can differentiate these citations by their icons. Citation tags
(5 штук):
Jurisdiction
Legislative Area (LA): The LA tag describes the area of law and/or the industry to which a citation
relates. The LA will be based upon the legal source of the applicable laws or regulation, such as
Employment, Tax or Environmental Law. Select the most specific Legislative Area applicable. You may
use multiple Legislative Areas where needed, such as the combining of Environmental with Oil and
Gas or Employment.
Legal Subject (LS): The LS tag sets out the exact business entity that must comply with the legal
requirements. Determining the correct Legal Subject typically requires examination of the Definitions
and/or Authority and Scope sections within a law, chapter or act to find appropriate description of
the intended Legal Subject and Source Object.
Citation Group (CG): The CG tag describes the business activity represented by sets of business
records (as described under Records Affected) for each citation. The Citation Group tag is used to
identify the types of business records impacted by the recordkeeping requirements described in the
citation. The Citation Group tag structure is organized by basic corporate function records that apply
widely across organizations such as Corporate Governance, Employment and Taxation and by
industry-specific types of business records that apply narrowly to specific industries such as
Insurance and Pharmaceuticals.
Rule is a defined procedure of data retention and management, which documents the trigger, the
minimum and maximum period of data retention, operational storage action and disposition action.
It is easier to construct retention instructions using one common Rule for guidance instead of several
Citations. The number of common rules is much smaller than the number of citations. Rules can be
of different types and are usually marked with different icons in a green framing. There is a separate
library used for Rules, where they can be grouped and filtered.
Record Class (RC) is a group of data records, to which the same retention rules are applicable.
Record Classes are organized in the form of a record classification taxonomy, so you can see several
structured levels of Record Classes in the application. The top level is often referred to as a business
function, for example, Accounting. Record Classification Taxonomy exists on PCS only and is
customized to meet client-specific requirements. It is unique for different industries, but usually there
are some common record classes on various instances.
Record Example is an existing feature within Policy Center today. It is a textual field on the Record
Class object that allows the user to manually type in specific examples of this Records Class.
Record Type (RT) is an example of the record that may keep personal information (for example, a
job application). The purpose of the Record Type is to provide more granular metadata about a
Record Class - defines type of a specific document. By providing a list of more granular examples of
some company documents, the customer’s organization has illustrated to its employees what is
meant by these documents and what the typical ones are.
Records Inventory is a group of Record Types. This grouping mechanism is used to delegate the
maintenance of Record Types to appropriate individuals with the company.
Access Control Group (security group) is a collection of users with a given set of permissions
assigned to the group (and transitively, to the users). A role is a collection of permissions, and a user
effectively inherits those permissions when he acts under that role.
Mapping is a one-way link between two objects of different types, for example, between a Citation
and a Record Class. In the application mappings are represented in the form of separate objects and
can have their own properties such as metadata, justification text, comments, and audit history. They
can be created manually or using a Mapping Wizard.
Data Owner (DO) is a legal entity or a person responsible for retaining the records of a specific
record class. It is used for creating a customized organizational structure. It allows to identify,
manage and organize data custodians or data stewards within your organization. You can structure
this taxonomy according to how company is organized. The tree is build using a series of
organizational units. Stewards and custodians can be located at any level of the tree.
Data Source (DS) is a physical repository that keeps the data, some of which can be personal and/or
sensitive (for example, HR Shared Drive). The knowledge of where personal data is stored is required
to be compliant with the GDPR.
Retention Schedule (RS) is a set of rules of records management and storage for the custom
records classification taxonomy. In other words, it`s a place where the rules are mapped to the
relevant record classes for the entire organization. Consultants work with the “Mapping” module and
prepare a fully justified retention schedule with Record Classes, Rules and Citations. Once this is done
the schedule is “published” and becomes available to the end users.
Custom View is a personalized view you can create according to your needs. In order to create a
Custom View, apply necessary filters, select schema, visible columns and their order along with other
page settings, click the Views dropdown and choose Save custom view link.
You can also view and create new Custom View in the Custom Views Library. Please notice that if you
didn`t make any changes to the page, the “Create Custom View” button will be grayed out and
disabled. You can Edit or Delete a Custom view as well.
Working copy is an editable Retention Schedule version you are working with at the moment.
Snapshot is a read-only version of the published retention schedule based on a Custom View made
at some particular time. All subsequent changes made to the Custom View settings and retention
schedule have no impact on the snapshot. A snapshot should be created via Custom View page.
The Information Governance (IG) Portal is a separate site version with the access to selected
snapshots and available to certain users. It allows to create retention schedule views with different
combination of filters and display criteria. You can also upload various content to IG Portal pages: for
example, reports or a glossary of terms. IG Portal settings will also allow you to control who can
access the site and how they access it. The main goal is sharing ready made Retention Schedule with
other people in organization.
Audit shows all changes made to the object from creation to deletion including mappings creation
and status changes. Only users with appropriate permissions can view the Audit Log. To access the
Audit Log, click the Admin - > Audit Log. From here, you can manage all administration tasks. For
each individual object, navigate to the Audit vertical tab to see the audit events.
GDPR Brought into force in 2018, the General Data Protection Regulation (GDPR) set out to give
individuals greater control of their personal data that's held by third-parties, such as retailers or
social networks. The regulation aims to harmonise data flows between all member states, and bolster
the rights that EU citizens have over their data held and processed by organisations.
The General Data Protection Regulation (GDPR) came into force May 25, 2018 and has far-
reaching implications for organizations and their use and storage of EU personal data
The GDPR protects the right of a European resident to determine whether, when, how and to
whom his or her personal information is revealed and how it can be used
The GDPR applies to any data processing activities of those companies that target EU data
subjects, regardless of location, and will control the acquisition, use, transmission, storage,
destruction and breach of personal data
The regulation requires that an organization seek permission from a local data protection
authority prior to disclosing information to any governmental entity, with breach notifications
required within 72 hours
Core to the regulation is that “sensitive information” (religion, national origin, medical
history, sexual orientation) must be guarded more stringently
The overall business purpose of the Data Privacy module is to aid Policy Center customers in
meeting the new EU General Data Protection Regulation (GDPR) on privacy. This will be
accomplished by reducing the risk of regulatory compliance, data management, retention and
disposition, relative to Information Privacy.
The Data Privacy module in PCS allows incorporating privacy requirements in the retention
policy
PCS allows cooperation on documenting the data processing activities in both textual and
visual forms (data flow mapping)
Classified privacy legal data is available for multiple jurisdictions to develop a privacy policy
Classification of personal data types and metadata points for data sources, data owners and
business processes can be easily customized at client’s needs
Processing Activities (PA) is a sequence of actions/steps performed by various types of actors
which involve the personal data.
Data Flow Map supports the business process with the visual representation of the data flow, actors,
data sources and types of records with personal data. Based on BPMN tool.
Personal Data Categories taxonomy allows creating custom classification of personal and sensitive
data tailored to organization needs. The classification can then be used to identify the types of
records, business processes and data sources that contain them.
Custom privacy metadata fields allow tracking additional information for data sources, data
owners, business processes and record types which contain personal information. The standard set of
metadata fields can be enhanced with custom metadata points which are relevant to the
organization and its business needs.
Data Controller is an organization or a person who determines the purposes for which and the
manner in which any personal data are, or are to be, processed.
Data Processor is an organization or a person (other than an employee of the data controller) who
processes the data on behalf of the data controller.
Actor is a person or an organization that takes part in the business process (for example, HR
Manager).
Privacy Obligation is a summary of the privacy requirements concluded by the data privacy officer
and an important part of the organization privacy policy.
Personal Data Category is a type of personal and sensitive data (for example, health information,
employment history information, bank account details). The classification of personal data and its
level of granularity depends on the organization industry and adopted privacy policy.
Dashboard is a feature which presents the summary information of the PCS Pro/Enterprise instance.
The Dashboard aims at enhancing the user experience of the PCS users who log in via Working Copy
and need summary information to review on their home page.
Retention Schedule Workflow a progression of steps (tasks or activities) that comprise a work
process where each step is dependent on occurrence of the previous step, involve two or more
persons, and create or add value to the organization's activities. In terms of the Retention Schedule
Workflow it is the review and approval process of the new or updated Retention Schedule. Workflow
contains tasks that are assigned to reviewers, approvers and assignees.
The goal of the Workflow feature is to simplify and automate the process of gathering feedback on
the Retention Schedule updates and to help in taking decision to approve the final version of the
Retention Schedule.
Workflow Task an activity that can be executed within a workflow definition or independently (as a
single step).
With Agile, the shortness of an iteration means priorities can be shifted from iteration to
iteration and new features can be added into the next iteration. Agile’s view is that
changes always improve a project; changes provide additional value.
Perhaps nothing illustrates Agile’s positive approach to change better than the concept
of Method Tailoring, defined in An Agile Information Systems Development Method in
use as: “A process or capability in which human agents determine a system
development approach for a specific project situation through responsive changes in,
and dynamic interplays between contexts, intentions, and method fragments.” Agile
methodologies allow the Agile team to modify the process and make it fit the team
rather than the other way around.
Before you start your next project, consider these Agile best practices.
Learn all there is to know about Agile project management and tips to help you
start implementing Agile PM best practices.
The Twelve Principles are the guiding principles for the methodologies that are included
under the title “The Agile Movement.” They describe a culture in which change is
welcome, and the customer is the focus of the work. They also demonstrate the
movement’s intent as described by Alistair Cockburn, one of the signatories to the Agile
Manifesto, which is to bring development into alignment with business needs.
https://www.pmoffice.by/blog/agile/agile-approach.html
Что такое Agile и Scrum?
Что такое Agile?
Agile (англ. «проворный, сообразительный») – философия, совокупность гибких подходов
к разработке программного обеспечения, которые стали использовать для управления
проектами. Гибкие подходы подразумевают, что продукт создают в результате итераций,
заказчик формирует требования постепенно, причем изменения требований
приветствуются даже на поздних стадиях разработки. Исполнение требований заказчика
обеспечивают рабочие группы, которые состоят из специалистов различного профиля.
Источник: https://www.fd.ru/articles/158359-agile---chto-takoe-metodologiya-podhod-i-
printsipy
«Agile» – это свод общих принципов, которые являются общими для ряда новых методов
разработки и управления проектами, таких как SCRUM, экстремальное
программирование, Канбан и ряда других, как противопоставление традиционному
бюрократизированному и часто не отвечающему современным требованиям подходу. Но,
кроме того, это и маркетинговый термин, зонтичный бренд, для синергии продвижения
гибких методологий.
Источник: https://www.fd.ru/articles/158359-agile---chto-takoe-metodologiya-podhod-i-
printsipy
Любое использование материалов допускается только при наличии гиперссылки.
o Scrum
o Lean
o Feature Driven Development
o Behaviour Driven Development
o Extreme Programming
o Dynamic Systems Development Method DSDM
Основополагающие принципы
Agile-манифеста
Мы следуем таким принципам:
и внутри команды.
необходима.