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Managing record categories

Record categories can be managed by users with the appropriate capability permissions.
  1. Navigate to the File Plan and locate a record category.
  2. In the item list, position the cursor over the record category of interest to display the available actions.

    The following actions are available:

    Action Select this to...
    View Details View the record category details page, where you can see the metadata and full list of actions.
    Edit Metadata Edit the record category metadata.
    Manage Permissions Set the user and group access for the category.
    Copy to Create a copy of the category in another location in the File Plan.
    Move to Move the category to another location in the File Plan.
    Delete Delete the category from the File Plan.
    View Audit Log View the auditing information for the category. The Audit Log displays the activity information and provides the facility to export and file as a record.