Metadata
Overview
Metadata is a function of the platform that allows us to provide additional information about Contacts, Organisations, Matters or Projects. There are many distinct types of Metadata that we will define in the admin section of the Portal. We will focus on implementing:
- Descriptive Metadata: descriptive information about a resource, include elements like business area.
- Administrative Metadata: information to help manage a resource, like resource type.
When a Metadata tag is enabled for a Contact, Organisation, Matters or Projects, then these will be visible on the Metadata page.
We have 3 types of Metadata field, namely:
- Multi-select: allows a user to select multiple values from a metadata field
- Single select: allows a user to select only a single value from the metadata field
- Free text box: allows a user to enter any data into the field
In our first release we have made the following Metadata tags available to the various business functions.
| Contacts | Organisations | Matters | Projects | Documents | Resource URL | Project Template | Project Task | Project Template Task | Standard Task | |
|---|---|---|---|---|---|---|---|---|---|---|
| Business area | ||||||||||
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| | Business objective | | | |
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| | | | | Development effort | | | |
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| | | | | Development stage | | | |
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| | | | | Document status | | | |
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| | | | | | Key results | | | |
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| | | | | Law area | | | | |
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| | | | | | Legal document | | | | |
| | | | | | | Offering category | | | |
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| | | | | Resource type | | | | |
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| | | | | | Test status | | | |
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| | | | | User story | | | |
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Permissions
As a user with Metadata permissions, you will be able to View and Edit Metadata from the Portal.
To access Contacts Metadata, you need to have the following permissions.
- ContactMetadata.View
- ContactMetaData.Edit
To access Organisation Metadata, you need to have the following permissions.
- OrganisationMetadata.View
- OrganisationMetaData.Edit
To access Matter Metadata, you need to have the following permissions.
- MatterMetadata.View
- MatterMetaData.Edit
To access Project Metadata, you need to have the following permissions.
- ProjectMetadata.View
- ProjectMetaData.Edit
Add Metadata
To add a new Metadata tag search for Metadata in the left-hand side menu for any of the functions; contacts, organisations, matters or projects.
If a Metadata tag is available you can:
- Multi-select: click on the tag and select one or multiple values from the menu
- Single select: click on the dropdown menu and select a value
- Free text box: click on the field and add your free text value
Adding Metadata to a Document Resource is just as simple as the other functions. Identify which Document you want to tag, click on the Document Resource and then select from the available Metadata.
Edit Metadata
To edit a Metadata tag search for Metadata in the left-hand side menu for any of the functions; Contacts, Organisations, Matters or Projects. Select the Metadata tag you wish to edit, modify the value in the field. Once the change is made, the tag is updated automatically, there is no need to save.
Delete Metadata
To delete a Metadata tag search for Metadata in the left-hand side menu for any of the functions; Contacts, Organisations, Matters or Projects. Select the Metadata tag you wish to delete.
- Multi-select: click on the x to delete tag value
- Single select: currently cannot be deleted or cleared.
- Free text box: click on the field, select the text and click delete