Add or modify a record type
The following procedure describes how to add a record type to an FPOS. Before you can complete
this procedure, you must have defined the disposition
schedule that you plan to associate with the new record type. See Define
a disposition schedule for procedures.
To add a record type
- Sign in as a Records Manager or Records Administrator and select the Disposition
tab.
- Click
Record Types:

- Click
Add Record Type:
.
- Enter a name for the record type (required).
- Optionally enter a description.
- Click Disposition Instructions and click Select beneath
the name of the disposition schedule you want to use.
- Click Finish.
To modify a record type
- Sign in as a Records Manager or Records Administrator and select the Disposition tab.
- Click Record
Type:

- Click the Get Info icon of the record type you want to modify.
- Modify properties or security as appropriate. You do not need to clear the disposition
instructions before selecting another disposition schedule.
- Click Apply and Exit the
information pages.
To delete a record type
- Sign in as a Records Manager or Records Administrator and select the Disposition tab.
- Click Record
Type:

- Right-click the name of the record type and select Delete.
- Accept the confirmation to delete or click Exit to
keep the record type.