Review vital status for a record folder - 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 review the vital status for a record folder, complete the following steps.

When a vital review is performed on a record folder, the date in the Next review date box takes into account the current date. For example, if the review cycle is weekly and you perform a review two days before the next review date, the Next review date box is populated with a date that is one week from the day you performed the review.
  1. In the Record Folder viewer, select the record folder.
  2. In the Actions pane, click Review vital status.
  3. In the Review vital status dialog box, keep the current vital status and review date, or in the Next review date box, type a date or click the down arrow to select a date from the calendar. If the record folder is no longer vital, select the No longer vital option.
  4. Click OK.