IBM Enterprise Records, Version 5.1.2    

Relocate a category or folder

When you relocate an entity, you move that entity and all of its contents to a different location in the file plan. You can relocate record categories and record folders. When you do, all of the subcategories, folders, volumes, and records under that category or folder are also relocated. The entities are relocated to the specified destination in the file plan.

About this task

To relocate records, see the move records topic. Only a Records Manager or Records Administrator can relocate a record category or record folder. You need to remember several issues when relocating a record category or folder.

Procedure

To relocate a record category or record folder:

  1. Go to the category or folder you want to relocate.
  2. Right-click its name and select Relocate. Then perform the following steps.
    1. To set reason, enter the reason for relocating the entity to some other destination.
    2. Click Next to move to the next step, or click Cancel to exit the procedure for relocating the entity.
    3. To set destination, select the destination record category to which you want to relocate the selected category or folder.
    4. Click Next if you want to set a disposition schedule. Otherwise, click Relocate to relocate the entity to the selected destination.
    5. To set disposition, click Browse Schedule and select the disposition schedule. Click Select beneath the schedule name. This action adds a menu where you indicate how to propagate the disposition schedule. In this step, you can change the current disposition schedule of the entity. The disposition schedule that you associate here is applicable for the entity after relocation. For information about inheriting disposition schedules, see the disposition schedules topic.
    6. Select one of the following options:
      • Propagate new disposition schedule to all inheriting entities: This option affects all subcategories, folders, and records in the category you are relocating.
      • Don't propagate new Disposition Schedule: This option affects only the container being relocated but none of its contents. If relocating a subcategory, the folders, volumes, and records of the subcategory are not affected.
      • Propagate new disposition schedule to all immediate children, and all inheriting sub-entities: This option affects all levels beneath the container you are relocating. If relocating a folder, its volumes and records are also affected.
    7. Optionally enter the Disposition Authority in the text box.
    8. Click Relocate.


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Last updated: November 2013
relocate_entities.htm

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