Classifying a record hides it from lower clearance and leaves an audit trail
Who is involved
| Role | What they do |
|---|---|
| Records manager | Raises the classification of a record. |
| Mailroom clerk | Holds lower clearance and loses sight of the record. |
| Correspondence auditor | Reads the access trail. |
Step by step
- Mailroom clerk
Opens an incoming letter registered as Internal.
What they see:The letter and its Overview.
- Records manager
Classifies the letter as Secret and writes the reason.
What they see:The new level, the reason and a notification to the owner.
- Mailroom clerk
Searches for the letter and opens the register list.
What they see:Nothing: it is absent from every list and search, and opening its address says not found.
- Correspondence auditor
Opens the record's Access tab.
What they see:Everyone who viewed it before and after, with the level it carried at each moment.
Who is told what
The record's holder and anyone holding the read-everything permission are alerted when a record is classified.
Related
- Correspondence Register
- Security, Access & Compliance
- Incoming mail passes from the counter to the person who acts on it
- A circular is published and its audience finds it
- A complaint is escalated to a named person and resolved
- A letter's enclosures are files in Documents
- Copilot works the register
- Team workflows