IBM Enterprise Records, Version 5.1.2    

Record types

A record type is a categorization of records based on common features among the records. You use record types when a group of records existing in a record category or record folder has a different disposition schedule from the one associated with the record category or record folder. For example, it might be necessary to keep an employee record file for 12 years for accounting or payroll purposes. However, for performance appraisal records that need to be retained for only seven years, you can create a record type with a different disposition schedule. You can associate performance appraisal records with this record type to ensure that appraisal records are deleted before an employee record file.

See the disposition schedules topic for information about how disposition schedules are associated with a record. You can search for and retrieve records based on their record type. A record type can be applied to a record in the following ways: If you configure a default record type for a class, but do not show the record type metadata during declaration, the default record type is always used for the class. A record type is being used and both a record class and a record type are not needed. Alternatively, configure a default, but give the user the option to choose a different record type. Or you can give the user the option to choose the record type without configuring a default.


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Last updated: November 2013
record_types.htm

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