An archiving user of the VU Archive Solution is someone who is responsible for storing, managing and archiving information into the Corsa Archive Solution in accordance with the applicable procedures.
Proper archiving starts before Corsa: work neatly, use clear names, and link documents to the correct file, process, or meeting. The key user determines what needs to be permanently archived. Not sure? Ask your key user.
Ask yourself the following questions
- Information objects: Which ones should I archive?
- Source system: Teams, iBabs, SAP SLCM, or another integration?
- Destination: Which archive folder, meeting, or integration?
- Timing: When is the information ready for archiving?
- Naming conventions and metadata: What guidelines apply?
- Contact person: Who is my key user?
What does the workflow look like?
Before archiving – work in an organized manner
- Right place, file, process, or meeting
- Clear file name
- Complete, no duplicate or temporary files
During archiving – use the agreed-upon route
Teams → Corsa | iBabs → Corsa | SAP SLCM → Corsa | other integration. Do not use your own route outside of agreed-upon procedures.
Check after archiving
- Correct archive folder/meeting/link
- Correct file/process
- Correct naming, metadata, and version
- Was processing successful?
Interim or final archiving?
- Process/file is still in progress: interim archiving
- Information is complete and finalized: permanent archiving
- Not sure? Ask your key user
Need help? → Key user
If you’re unsure about archiving, have questions about a file or archive folder, encounter problems or error messages, lack access, or can’t find the information: contact your key user.