You can add a record folder only under the lowest level
of a record category. If a record category contains a subcategory,
you cannot add a record folder to it. Also, you can add a record folder
only to an active record category. You cannot create a subfolder under
a record folder. A record folder can contain only volumes or records. IBM® Enterprise
Records ships with four types of
record folders: electronic folder, physical folder, physical box,
and hybrid folder. Your site might create additional custom folders.
About this task
In the PRO installation of
IBM Enterprise
Records, only a Records Manager
or Records Administrator can add a record folder. In the DoD and Base
installations, in addition to a Records Manager or Records Administrator,
privileged users can add a record folder. If you do not have the required
security permissions for creating a record folder, you can start the
Create Record Folder workflow from
Workplace. When you start this
workflow, a record folder creation request is sent to the Records
Manager for approval. For more information, see the creating a record
folder by using a workflow topic. By default, the new record folder
inherits all properties except Name, Identifier, and Date Opened from
its parent entity. You can change these inherited values.
Attention: At any level of the file plan, do not create more
than 100 record categories and record folders. For more information
about file plans, see the file plans topic.