The Create Record Folder workflow enables an end user to
create a folder from Workplace of Workplace XT. A folder, such as a
record category, record folder, or volume, is a container or collection
of related entities.
Only the Records Administrator or the Records Manager
can create a folder. However, by launching the Create Record Folder
workflow from Workplace of Workplace XT, an end user can also
create a folder. The Create Record Folder workflow sends a request
for folder creation to the RecordsManagerApproval queue in the Public
Inbox. If the Records Manager approves the request, a folder is created
in the appropriate location in a file plan.
After
the Create Record Folder workflow is launched, it is associated with
the following general step processors and component steps:
- Initialize
- Is a component step that initializes the Create Record Folder
workflow.
- Approve
- Is a general step processor that sends a request for creating
a folder to the Records Manager. The Records Manager can either approve
or deny the request for creating the folder and provides an appropriate
reason (in case of request denial). If the request is denied or there
is a failure in folder creation, a message is displayed to the end
user.
- Complete
- Is a general step processor that signifies the end of the Create
Record Folder workflow. This step is triggered when the folder is
successfully created at the appropriate location in the file plan.