Record container properties - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

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.
A hold allows your organization to preserve a record category so that a user cannot delete or modify it for a specific period of time, or indefinitely. Some holds allow a user with privileges to modify the record key and custom property values assigned to the record category. A record category under hold can also be under a retention policy, as holds and policies are independent of each other. Holds are available when Retention Policy Manager is installed.
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.