Mark a record folder or record category as vital - 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

To mark a record folder or record category to indicate that it contains one or more vital records, complete the following steps.

  1. In Perceptive Content, in the grid, locate and select the record folder or record category.
  2. On the Explorer toolbar, click the Properties button.
  3. In the Record Properties dialog box, click the Vital tab.
  4. Under Vital status, select the Is vital check box.
  5. In the Next review date box, type the next review date for the record folder or record category or click the down arrow to select a date from the calendar.
  6. In the Vital review cycle box, select the review cycle.
  7. Click OK.