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Managing record categories

There are various options available to help you manage record categories. These are available to users with the appropriate capabilities.
In the File Plan hover over a record category to display the available actions:

Action Select this to...
View Details View the record category details page, where you can see the metadata and a 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 has options to export and file as a record.
Manage rules Create and edit rules so that category content is managed automatically.