Create a record category in a file plan - File Plan Designer - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/File-Plan-Designer/Foundation-24.1/File-Plan-Designer/File-Plan-Designer-User-Help/Work-with-File-Plans/Create-a-record-category-in-a-file-plan - 2024-04-02 - A record category resides under the file plan level, the highest level element, in a file plan. You cannot nest a category directly under another record category but you can place multiple record categories under the file plan level. At this level, you must associate retention policies. To create a record category, complete the following steps.

A record category resides under the file plan level, the highest level element, in a file plan. You cannot nest a category directly under another record category but you can place multiple record categories under the file plan level. At this level, you must associate retention policies. To create a record category, complete the following steps.

1. In Management Console, in the left pane, under Select Department, select a department from the list.
2. In the left pane, click Records > File Plans.
3. In the File Plan tab, select a file plan, and click Modify.
4. In File Plan Designer, select the file plan element in the hierarchical organization.
   Note: You can place a record category only under the file plan level. You can nest multiple record category elements directly under the file plan level.
5. In the toolbar, click the Record Category button.
6. In the New Record Category dialog box, complete the following substeps.
   1. In the Name field, type the name of your record category.
   2. In the Description field, enter text.
   3. In the Cutoff Instructions list, select a cutoff rule that you created in Management Console or select (None).
   4. In the Policy list, select a policy that you created in Retention Policy Designer.
   5. In the Type list, select a record category type that you created in Management Console.
   6. Optional. Enter values for the listed custom properties in the Custom Properties field.
7. To indicate a record category that requires transfer to the National Archives Records Administration, on the Status tab, complete the following substeps.
   1. Select the NARA check box
      This check box is available for reporting purposes only. To transfer your documents or records to NARA, you must build a retention policy to access the records and configure the off-site location appropriately.
   2. Under Vital status, select the Is vital check box. This indicates that the record category contains one or more vital records.
   3. In the Next review date field, set the next review date for the record category vital categorization.
   4. In the Vital review cycle field, set the review cycle for the next review.
8. Optional. On the Notifications tab, select Create a Record Notification.