On the Catalog Record step, you select a class and a location
for the record. If you are using a template, this information might
be provided for you and the step might be hidden.
To catalog
the record:
Click Select Class to select or
modify a class.
For unclassified records, select the class from the
tree. If not already expanded, click the + signs to open the object
store and record class levels; then click the appropriate class. The
tree closes.
For classified records, navigate through the folder
structure as needed until you get to the appropriate class and click Accept
At least one file plan location is required. Click Select
File Plan Location or Add New to
select a file plan location.
Navigate to the appropriate category or record folder.
Note: You must explicitly select the volume to declare
a record into a re-opened volume.
Select the check box for each desired file plan location.
Some categories or folders might not have a check box because they
are not eligible for selection, but you can open them to look for
selectable folders inside.
Click Add to Selection to add
your selections to the Selected File Plan Locations list. If you want
to navigate back to a higher level to add another location, click
a higher level in the path.
When all appropriate locations appear in the list of
selections, click Accept.
If needed, click Add New and
repeat steps a through d to add additional file plan locations.
If needed, change the primary security parent by selecting
a different radio button in the Primary column.