IBM Enterprise Records, Version 5.1.2    

Making categories or folders active or inactive

When you create a record category or record folder, it is marked as Active. However, you can specifically mark an entity as Inactive after creating it. You cannot add new entities to an inactive category or folder and you do not see inactive categories or folders when declaring a record. Marking an entity as Inactive is useful when you need to review and approve the record category or folder before making it generally available.

About this task

When you mark an entity as Inactive, all the child containers are also automatically marked as Inactive. At any time, you can mark an Inactive entity as Active, but note that its child containers do not automatically become Active. You need to explicitly mark these entities as Active. On an inactive entity, you can perform all other operations such as searching, retrieving, using, or relocating the entity. You can also initiate disposition actions on an inactive entity.

Procedure

To mark one or more containers as Active:

  1. Browse or search for categories or folders that you want to mark as Active.
  2. Select the check boxes next to the names. (You can also right-click a single entity and use the menu instead.)
  3. From the Multi-Select Actions menu, select Activate: Activate icon
  4. Click OK to confirm the message on successful activation of the entity.

To mark a container as Inactive:

  1. Browse or search for categories or folders that you want to mark as Inactive.
  2. Select the check boxes next to the names. (You can also right-click a single entity and use the menu instead.)
  3. From the Multi-Select Actions menu, select Inactivate: Inactive icon. This icon displays on entities marked as inactive.
  4. Enter the reason for making the container inactive.
  5. Click OK to confirm the message on making the container inactive.


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Last updated: November 2013
activate_inactivate_entities.htm

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