Record container properties include the record ID, date, file type, path, and information about the folder or category where the record is stored. Record container properties also include created and modified information, and custom properties. If Perceptive Content does not display a property in the record container’s properties dialog box, the property is not applicable to the record container. Your administrator defines a set of these properties for you to assign when creating or capturing a new record container. Select one of the following areas to view the description of a record container property.
Record Folder Properties
Record folder properties are only available if they are defined for the record folder.
- Details
- The following properties appear on the Details tab of the Record Category Properties and Record Folder Properties window.
- Type
- The type assigned to the record folder. Type categorizes a record folder so that you can easily identify its purpose.
- Name
- The name assigned to the record folder. Name provides a unique identifier for the record folder within a file plan.
- Record folder ID
- The unique system ID assigned to the record folder.
- Created
- The date and time the record folder was captured or created.
- Created by
- The Perceptive Content user name of the user or the name of the system that captured or created the record folder.
- Status
- The status the system assigns to the record folder.
- Path
- The path assigned to the record folder. For a record stored in a folder hierarchy, Perceptive Content uses a path to store and retrieve the record folder. The record folder path includes the file plan, any folders, and the record name assigned to the record folder.
Record category properties are only available if they are defined for the record category.
- Details
- The following properties appear on the Details tab of the Record Category Properties window.
- Type
- The type assigned to the record category. Type categorizes a record category so that you can easily identify its purpose.
- Name
- The name assigned to the record category. Name provides a unique identifier for the record folder within a file plan.
- Record category ID
- The unique system ID assigned to the record category.
- Created
- The date and time the record category was captured or created.
- Created by
- The Perceptive Content user name of the user or the name of the system that captured or created the record category.
- Status
- The status the system assigns to the record category.
- Path
- The path assigned to the record category. The record category path includes the file plan, any folders, and the record name assigned to the record category.
- Custom Properties
- The following properties appear on the Custom Properties tab of the Record Category Properties window.
- Custom properties
- The custom property values assigned to the record category. Custom properties provide defined information about a record category beyond the record keys, record path, and general properties.
- Holds
- Provides a summary of the holds placed on the record category. Values include the hold name, the user name of the user who assigned the hold, the date the user applied the hold, and the date through which the hold is effective.
- Record Category Properties
- The following properties appear on the Record Category Properties tab of the Record Category Properties window.
- Category description
- A description of the category.
- Policy name
- The name of the retention policy.
- Status
- The following properties appear on the Status tab of the Record Properties window.
- Set Cutoff state
- Allows you to select the Cutoff state. Cutoff states trigger disposition actions. The following Cutoff states are available: Pending, Cutoff, or Reverse Cutoff.
- Current state
- The current Cutoff state of the record.
- Date
- The date when the record Cutoff state triggers.
- Set Closed state
- When you close record folders, users are unable to file any records or record folders into them. However, you can still modify existing records in a closed record folder. Sub folders close or open along with their parent record folder unless a user manually changes the subfolder’s state to Closed or Open. A record folder automatically closes when it is cut off. Unlike the Cutoff state, the Closed state does not affect an object’s disposition rules.
- Current state
- The current Closed state of the record.