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
- Click Select Class to select or modify a class.
- 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.
- For classified records, navigate through the folder structure as needed until you get to the appropriate class and click Accept
- At least one file plan location is required. Click Select File Plan Location or Add New to select a file plan location.
- Navigate to the appropriate category or record folder.
NOTE You must explicitly select the volume to declare a record into a re-opened volume.
- 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.
- 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.
- When all appropriate locations appear in the list of selections, click Accept.
- If needed, click Add New and repeat steps a through d to add additional file plan locations.
- If needed, change the primary security parent by selecting a different radio button in the Primary column.
- Click Next.