IBM Enterprise Records, Version 5.1.2    

Set vital records

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:

  1. Browse through the file plan to access the entity that you are going to set as Vital.
  2. Access the Information page by clicking the entity's Get Info icon: Get Info icon.
  3. In a panel of the Information page, click the Vital Record link.
  4. 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.
  5. 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.
  6. 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.
  7. Click Apply to save the vital records settings for the category/folder.
  8. Click Exit to close the page.


Feedback

Last updated: November 2013
set_vital_records.htm

© Copyright IBM Corporation 2013