You can create a record either by uploading it to the Records Management
File Plan: The File Plan is a container for records, folders, categories and retention schedules. It's effectively a virtual filing cabinet for storing records, and is the basic structure of Records Management. This structure lets you classify and group records with similar characteristics. The top level of the File Plan is created when you create a Records Management site., or by declaring a file in another Alfresco site as a record.
When you have added all required metadata to a record you can mark the record as complete: A completed record is one that has all the information (metadata) present for it’s business context to make sense. A record can't be disposed of until it's complete. Usually a record can only be completed when all the mandatory metadata has been entered.. This makes it an active part of the File Plan, and subject to the rules of the retention scheduleA schedule of actions, events, and rules that determines how records are managed throughout their lifecycle. The actions that can happen in a retention schedule are the following. Retain – for a period or until an event, Cutoff – retention schedule triggered, Transfer – move to another location/system, Accession - record moved to another authority, Destroy - removed from the system it is associated with.
It then goes through various time and event based steps such as cut off and retention, until it is eventually transferred elsewhere, or destroyed, according to its retention schedule.