If you do not have security permissions to create a record folder that you need, you can send a request to have it created. After you provide details about the folder, a workflow is launched for a records manager (or other authorized user if the default workflow was changed). You make this request in Workplace.
NOTE The Create Record Folder workflow feature is optionally installed by the administrator, and may not be available in your environment.
When the Create Record Folder workflow is launched, the record folder creation request is displayed as a work item in the RecordsManagerApproval Public Inboxes in Workplace. If the records manager approves the request, the folder is created and you receive a 'successfully created' workflow message in your inbox. If the request is not approved, you will receive a message about the rejection. Click the Complete button to remove the workflow from your inbox.
To launch the Create Record Folder workflow
NOTE The Tools link is only available if you have configured it in Site Preferences > Tools Integration.
The Approve Step page helps the records manager approve or reject the record folder
creation request and enter the reasons for approval or rejection. This page also displays
the folder name and path where the user has requested the folder to be created. At the top
of the page, you can view the instructions for completing the Approve step of the workflow.
If the instruction text is not visible, click:
To approve or reject creation of a record folder