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Accuracy Software Inc.
Features - Taxonomy App
Start from an Excel Spreadsheet
Don’t start from scratch, format your taxonomy using a provided template and import it to the App.
Role-based access control:
Users have different roles to access and work with the taxonomy... Regular users (access to the site, but no role within the app) can see the published version of the file planReviewer: can see draft versions of the file plan and can comment, can share links via emailEditor: can edit draft versions and can submitApprover can edit submitted versions, publish, un-publish, initiate a new version of the file plan (file plan already published), publish to the term store.Admin, can assign roles and archive/un-archive file plan
Collaboration
Allows to capture comments from different stakeholders. Enables sharing of file plan via email ...Reviewer role enables business stakeholders to provide their input on the file classification plan before it is final
Export to excel, work offline & import back
With Taxonomy you can export to excel, work offline and import back to the app
Version
control
View previous version, restore as the current version, purge versions
Review and approval process of the taxonomy
The taxonomy goes through a ...review process before it is published where different stakeholders contribute to the process.
No SharePoint Admin account is required to manage the taxonomy
With the out of the box functionality, users need to have access to the SharePoint admin ...page to view/manage the SharePoint term store, with the Taxonomy App all users can be given access to view the taxonomy (only published versions).
Map the file plan (taxonomy) to a retention label
The taxonomy, which can represent the file classification plan, can be mapped to the retention labels ... e.g., classification for Human Resource staffing can be mapped to the retention label “Retain content 2 years after last modification even if user deletes and delete automatically”
Audit trail of the changes to the taxonomy
Enable accountability by keeping a detailed audit trail accessible only to the Taxonomy Admin with search and export tools.
Bilingual
Enable a bilingual taxonomy and a bilingual interface to manage the taxonomy.