IBM Enterprise Records, Version 5.1.2    

Receipts

Receipts generally track which users are in possession of a copy of classified record. Although, you can create a receipt for unclassified records as well. Even though a receipt tracks the location of a classified document, the receipt itself is not classified.

If a receipt is a paper document, you can declare it as a physical record. For more information, see the declaring a physical record topic. You can scan a receipt and declare the scanned image as an electronic record or create an electronic text document and declare that as a record. If you do want to declare the receipt as a classified record, see the topic about declaring a classified record.

When you declare a receipt as a record, you associate the receipt with the record you want to track.

To declare a receipt as a record:

  1. Start declaring the receipt as a record as you would for any other document.
  2. In the Set Properties step, click ReceiptOf.
  3. Browse to and select the classified record that the receipt tracks.
  4. Complete the record declaration process as you would for any other document.

After you declare a receipt as a record, the Properties view of the receipt shows the name of the record it tracks in the ReceiptOf field. You can change the value by clicking ReceiptOf or clear the assignment by clicking Clear.

In the Detail view of a record, the Additional Record Details section includes a Receipt Status field that shows one of the following statuses:

The term "Parent" is talking about the record associated with the receipt, not to a folder.

Attention: The Receipt Status field shows "None" if a record is not a receipt. The Properties view of a classified record shows the names of receipts that are attached to it (if any). The Receipt Status field of a classified record shows "None" because a record with receipts attached cannot be the receipt of another record. A record can have multiple receipts, but a receipt can be attached to only one record.


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Last updated: November 2013
receipts.htm

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