A records administrator or records manager can move one
or more records from one location to another within the same file
plan. When you move a record to a new location, its associated metadata
is also moved to the new location. An additional field representing
the reason for moving the record is appended to the existing metadata
fields of the record.
About this task
To move container entities, see the relocate topic.
For information about transferring records, see the transfer topic.
Considerations and limitations
When you move records, note
the following limitations:
- A moved record inherits:
- The security of the new parent container. For additional details,
see the object security topic.
- The disposition schedule of the new parent container, unless the
record has a disposition resulting from its record type. For details
about inheriting disposition schedules, see the disposition schedules
topic.
- If a moved record was already cut off as a result of its record
type, the calculated cutoff dates move with the record.
- You cannot move:
- An electronic record to a physical folder.
- An electronic record into a record category in the PRO data model.
- A record to a destination folder that is inactive.
- You can move a record to a closed volume.
Procedure
To move a single record:
- Browse for the record to be moved.
- Right-click the name and select Move:

- Click the folder containing the record that you want to
move.
- Enter the reason for relocating the record to some other
destination, and click Next.
- Go to the container where you want to move the record and
click Move.
Results
If you search for the record, you can click
Get
Info and move the record by selecting the
Move action on the information page.
To move one or more records:
- Browse for the records to be moved. There is no Move command on the Multi-Select Actions menu
in search results.
- Select the check boxes next to the records that you want to move.
- From the Multi-Select Actions menu, select Move:

- Enter the reason for relocating the records to another destination,
and click Next.
- Go to the container where you want to move the records and click Move.