Filtering Records by Rules and Metadata

Gimmal Records Management has the capability to allow records to be secured by a set of rules that can include virtually any type of metadata.  Metadata is known as data that provides information about data, and for the purposes of this system, virtually everything known about the content is added as a Property to each record.

Whenever you see a record in the system, there is typically a quick way to see the properties by selecting a dropdown on the right side of the row and selecting Properties.

These properties can be used to filter records to specific users or groups by creating Record Filters and associating them to Record Classes.  The following topics detail this process.