Author record entry template access

This preference determines the user groups who can create or modify Declare as Record entry templates. In addition, this preference removes the Declare as Record step when authoring a document entry template. Users who do not have access to the setting cannot create or modify a Declare Record entry template and do not see the Declare as Record step when creating a document entry template. For more information on access roles, see Access roles preferences.

In Workplace, you create this template on the Advanced Author page using the Add Entry Template option; In Workplace XT, select Tools > Advanced Tools > Entry Templates > Add. Select Declare as Record Entry Template.

NOTE  The Declare as Record Entry Template type is only available for selection when the optional IBM InfoSphere Enterprise Records is installed and you have enabled records management in the Records Management Installed site preference.

To define access roles for Author record entry template access

  1. Click Select access roles. The Select Access Roles page opens.
  2. Select the desired access roles from the list. You can select more than one role.
  3. Save your changes.

To remove an access role from Author Record Entry Template Access

  1. Click Remove next to the name of the access role you want to remove.
  2. Save your changes.