Users can perform Records Management administration tasks from the Records Management Administration layout, which displays information for each managed folder. To access the Records Management Administration layout, click the File menu button and select Administration | Records Management Administration.
The following table describes the Records Management Administration layout.
|
Element |
Description |
|---|---|
|
Status drop-down |
Select a status to display folders in a specific disposition. Use this filter to manage all folders belonging to a particular status at one time. The following Status options are available:
|
|
Folder Type drop-down |
Select a Folder Type to display only folders of that Folder Type. Note:
Either a Status or a Folder Type must be selected for folders to be listed in Records Management Administration. |
|
Folder |
Displays the name of the folder. |
|
Status |
Displays the folder's status and whether it is on hold. |
|
Type |
Displays the folder's Folder Type. |
|
Transitioned |
Displays the date that the folder entered its current status. For folders that have had only a status of Open, this is the creation date. |
|
Effective Date |
Displays the date that the folder is scheduled to transition to the next status. If the next status is determined by an event, no date is displayed. |
|
Previous Event |
Displays the event that transitioned the folder to its current status, if applicable. |
|
Previous Status |
Displays the folder's last status, if applicable. |
|
Retention Plan |
Displays the name of the retention plan that the folder is following. |