See Classification rules and tips for more on classifying content.
You can autoclassify by adding instructions, manually apply classifications and security marks, or both.
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In the File Plan hover over a record, folder, or category and select
More, then Classify.
You can classify using both Security Classification and Security Groups. You'll only see the classification options that you have security clearance for.
To autoclassify:
- Click Add Instructions.
- Click on a guide to view its topics.
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Click
next to the topic you want to apply instructions from then click Select.
Tip: You can click View to check what classification level and security marks the topic instructions contain. - Repeat for as many topics as you want to add.
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Click Apply.
All the topics you've selected will have their instructions applied to the item you're classifying.
Tip: If topics contain instructions that clash then the higher level of classification will apply. For example if you add two topics, one with a classification level of Top Secret, and one with Secret, then the Top Secret level will apply.
To add Other Classification Source References
- Enter the name of the source document from which the classification of the item has been derived.
- Enter the name of the organization that produced the document.
- Enter the publication date of the document.
To manually add classifications and security marks:
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If you want to classify a folder and its contents, select Apply Classification to
Folder Contents.
This option is only visible when classifying a folder. Only the top level folder and its immediate children are classified and only the metadata of the parent is carried over to the children. If a new child object is added at a later date it does not inherit the properties of its parent.
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Select a classification from:
- Top Secret
- Secret
- Confidential
- Unclassified
Tip: If you select Unclassified then the item will be available to all users. - Enter a classification agency, for example, government or other body (optional).
- Select one or more classification reasons from the list of available reasons.
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You can optionally set a Downgrade Schedule or a
Declassification Schedule.
Downgrade Schedule
Set a schedule for when the item will be downgraded, for example, from Top Secret to Secret. You can enter a specific date for the downgrade to take place, an event that means a downgrade should be considered, and instructions on how to carry out the downgrade. All of these are optional, but once you've entered a downgrade date, event, or both, you're required to enter instructions.
Declassification Schedule
Set a schedule for when the item will be declassified. This means when its classification level will be set to Unclassified. You can enter a specific date for the declassification to take place, an event that means declassification should be considered, and exemptions for when declassification shouldn't take place. All of these are optional.
Note: Downgrade and declassification schedules are not automated. Any reclassification needs to be done manually. -
Click security marks to apply them to the item, and again to remove them.
See How security controls work for more details.
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Click Classify.
The item now displays its classification level, and can only be seen by those with the required security clearance.
Tip: Items set to Unclassified with no applied security marks can be seen by all users.The classification reason and classification-related properties can be seen in the Properties when you preview the item.