From within the Records Management Administration layout, you can perform tasks on a managed folder by right-clicking the folder and selecting one of the following actions, depending on your system's configuration:
|
Action |
Description |
|---|---|
|
Display Disposition Status |
Displays the selected folder in the Folder Disposition Status window. The disposition shows the entire retention plan, the stage the folder is currently in, whether the folder is currently on hold, and whether there are any retention plan overrides. |
|
Post Event |
Allows the user to post an event on a managed folder. |
|
Place Hold |
Allows the user to place a hold on a managed folder. |
|
View Holds |
Displays all holds currently on a managed folder in the Holds pane. From here, the user can remove holds. |
|
Transition to Final Disposition |
Allows the user to approve a managed folder awaiting approval for destruction or purging. |
|
Delete |
Allows the user to delete an unwanted, open managed folder. Documents in the deleted folder are not affected. |
|
Keywords |
Displays keywords on a managed folder. |
|
Open File Cabinets |
Displays the selected folder in the File Cabinets layout. |
|
History |
Displays the Folder History window, where the user can view Records Management activity on a managed folder. |
|
Properties |
Displays folder properties. |
To modify the Records Management Administration layout, right-click anywhere in the layout and select one of the following options:
|
Option |
Description |
|---|---|
|
Refresh |
Refreshes the display list. |
|
Clear Customizations |
Select to remove any grouping, sorting, ordering, and filtering settings and return to the default display. |
|
Toggle Column Filters |
Select to show or hide filtering options in the given layout. When you hide filtering options, any applied filters are also removed. |
|
Clear All Column Filters |
Select to clear all applied filters. |
For more information on grouping, sorting, and filtering data lists, see the Unity Client documentation.