In managing documents and records, creating a clear organizational structure is essential for efficient retrieval and access. While workspaces serve as valuable tools for segregating types of work and controlling access levels, there are instances where creating a record category without workspaces may be more appropriate. This brief tutorial outlines when to opt for a record category without workspaces.
Use workspaces when: You need to mix and match work types. Workspaces let you keep them all together while staying organized. Think audits, taxes, and consulting - each with its own folder structure, access levels within the same record.
Don't use workspaces when: You need department isolation keep things simple by isolating documents within your department. It’s like having your own tidy corner in the office where everyone knows where things belong.
Conclusion: Decide on workspaces or no workspaces based on what suits your team best. Workspaces are great for mixing work types and juggling access levels. But if it’s just your crew, simplicity might be the winning ticket.