You can set vital records at the category/folder level
either while creating the category/folder or after you create the
category/folder.
Procedure
To set vital records:
- Browse through the file plan to access the entity that
you are going to set as Vital.
- Access the Information page by clicking the entity's Get
Info icon:
.
- In a panel of the Information page, click the Vital Record link.
- Select the Vital Record Indicator check box to indicate
that the category/folder contains vital records. All records created
under the entity are automatically considered Vital.
- From the Vital Record Review Action list box, select the
action that is run with the periodic review/update cycle of vital
records. Create the actions that are shown in the Vital
Record Review Action list box.
- From the Vital Record Review Event list box, select the
event to trigger the periodic review/update of vital records within
the entity. Create the events that are shown in the Vital
Record Review Event list box.
- Click Apply to save the vital records
settings for the category/folder.
- Click Exit to close the page.