Record Categories

Help Page > Admin > Process > Record Categories

What are Record Categories?

Content can be assigned to “record categories,” which define how long particular content item(s) are to be retained before disposition. Once content retention period has ended, the content item can be automatically disposed (deleted) or placed into separate folders for review before deletion.

Applying Record Categories

Record Categories are applied to content item(s) via Content Type or via Workflows through the Workflow Designer.

Using Record Categories

On the view and retrieve areas, via the Actions Menu the following features are available.

Set Cutoff Date
This feature allows you to select a cutoff date for the content item from calendar.  Setting a cutoff date triggers any record categories, if applied, to begin countdown.

Freeze
This allows you place a freeze on a content item preventing the item from being deleted and halting any record category activity (if any) from occurring.  You will be prompted to enter a Name and Reason for the Freeze.

Unfreeze
This will remove a freeze on content item(s).  You will be prompted to select the Name of the person for whom the document freeze will be removed.

Accessing Record Categories

Click on the Record Categories (3) option in the Admin (1) > Workflow (2) menu to access the “Record Categories” (4) dialog.

 

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