The record folder element is nested under record categories or under other record folders. To add a record folder to a file plan, complete the following steps.
- In Management Console, in the left pane, under Select Department, select a department from the list.
- In the left pane, click Records > File Plans.
- On the File Plan tab, select a file plan, and click Modify.
-
In File Plan Designer, select the appropriate
Record Category or Record
Folder level.
Note: You can only enter a record folder element under another record folder or a record category element.
- In the toolbar, click Record Folder.
-
In the New Record Folder dialog
box, on the General tab, complete the following
substeps.
- In the Name field, type the name of your record folder.
- In the Type list, select a Record Folder type.
- Optional. In the Custom Properties field, enter values for the listed custom properties.
-
Optional. On the Status tab, under Cutoff
State, select a cutoff state.
- In the Modify Cutoff State dialog box, select a Cutoff state.
- Optional. Under Closed State, to modify the closed state, select a closed state.
-
Optional. On the Vital tab, to
indicate that the record folder contains one or more vital records,
select the Is vital check box.
- In the Next review date field, set the next review date for the record folder vital categorization.
- In the Vital review cycle field, select the review cycle for the next review.
-
Optional. On the Physical File Reference tab,
to create a physical file reference, complete the following substeps.
Note: The Override inherited option overrides an inherited physical file reference.
- Under Select a physical file template, select a physical file template from the list.
- Optional. Under Physical properties, click a physical property and select a setting from the list.
- Click OK.