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Editing a review date

If you've set up a review period for vital records in the record category or folder, you can edit the review date for individual records.
  1. Hover over a record in the File Plan and click More then Edit Review Date.

    The Edit Review Date dialog box displays. The current review date is highlighted.

  2. Select a new review date and click Update.

    A message displays confirming that the review date is updated. This overrules any review dates set at folder or category level.