To create a notification for a record category, complete the following steps.
You must have created a record category type and
a file plan in Management Console.
-
In the Select a notification event field, select one of
the following notification types.
- Due for review
- Superseded
- To specify which user or group of users receives notifications, in the Select users and groups area, click Add.
-
To add a user, in the Select Users and Groups dialog
box, select the Users tab and complete the
following substeps.
- In the Search for users field, type all or part of a user name or the first or last name and then click Search.
- In the Search field, select a user and then click Add.
-
To add a group of users, in the Select Users
and Groups dialog box, select the Groups tab
and complete the following substeps.
- In the Search for groups field, type all or part of a group name and then click Search.
- In the Search field, select a group and then click Add.
- In the Select Users and Groups dialog box, click OK.
- Optional. To associate a record or record folder view with the Notification views section, select the desired view from the appropriate list.
- On the Notifications tab, click OK.
- In File Plan Designer, click Save.