You are here

Managing record folders

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

    The following actions are available:

    Action Select this to...
    View Details View the record folder details page, where you can see the metadata and full list of actions.
    Edit Metadata Edit the record folder metadata.
    Close Folder Close the folder. A closed record folder cannot accept records for filing. When you close the folder, this action toggles to the Re-open Folder action.
    Edit Disposition Date Change disposition date. This is the date of the last disposition step.
    Freeze Freeze the folder. A folder must be eligible for freezing, according to its disposition schedule. Folders that are eligible for freezing appear in the temporary space Holds. When you freeze the folder, this action toggles to the Unfreeze action.
    Copy to Create a copy of the folder in another location in the File Plan.
    Move to Move the folder to another location in the File Plan.
    Manage Permissions Set the user and group access for the folder.
    Delete Delete the folder from the File Plan.
    View Audit Log View the auditing information for the folder. The Audit Log displays the activity information in a new window and provides the facility to export or file this information as a record.

    When the folder is closed or frozen, a limited set of actions is available.