Catalog record

On the Catalog Record step, you select a class and a location for the record. If you are using a template, this information might be provided for you and the step might be hidden.

To catalog the record

  1. Click Select Class to select or modify a class.
    1. For unclassified records, select the class from the tree. If not already expanded, click the + signs to open the object store and record class levels; then click the appropriate class. The tree closes.
    2. For classified records, navigate through the folder structure as needed until you get to the appropriate class and click Accept
  2. At least one file plan location is required. Click Select File Plan Location or Add New to select a file plan location.
    1. Navigate to the appropriate category or record folder.

      NOTE  You must explicitly select the volume to declare a record into a re-opened volume.

    2. Select the check box for each desired file plan location. Some categories or folders might not have a check box because they are not eligible for selection, but you can open them to look for selectable folders inside.
    3. Click Add to Selection to add your selections to the Selected File Plan Locations list. If you want to navigate back to a higher level to add another location, click a higher level in the path.
    4. When all appropriate locations appear in the list of selections, click Accept.
    5. If needed, click Add New and repeat steps a through d to add additional file plan locations.
    6. If needed, change the primary security parent by selecting a different radio button in the Primary column.
  3. Click Next.