Relocate a category or folder
When you relocate an entity, you move that entity and all of its contents to a different
location in the file plan. You can relocate record categories and record
folders. When you relocate a record category or record folder, all of the subcategories,
folders, volumes, and records under that category or folder are also relocated
to the specified destination in the file plan. To relocate records, see Move
a record. Only a Records Manager or Records Administrator
can relocate a record category or record folder.
While relocating a record category or folder, you should keep the following points
in mind:
- You can relocate a record category only to a category that does not have
any record folders in it.
- You cannot relocate a record folder to another record folder
because you cannot have a subfolder under a record folder.
- You cannot relocate a record folder to the file plan root
level. Record folders can exist only under record categories
and not directly under the file plan.
- The destination category should be open and active to ensure relocation
to this category. However, the source entity from which you are initiating
relocation can be inactive or closed.
- You must have appropriate access rights for adding entities to the destination
category.
To relocate a record category or record folder
- Navigate to the category or folder you
want to relocate.
- Right-click its name and select Relocate. Then perform
the following steps.
Set
Reason
- Enter the reason for relocating the entity to some other destination.
- Click Next to move to the next step, or click
Cancel to exit the procedure for relocating
the entity.
Set Destination
- Select the destination record category to which you want to relocate the selected
category or folder.
- Click Next if you want to set a disposition schedule.
Otherwise, click Relocate to
relocate the entity to the selected destination.
Set
Disposition
In this step, you can change the current disposition schedule of the entity. The
disposition schedule that you associate here will become applicable for the entity
after relocation. For information on inheriting disposition schedules, see Disposition schedules.
- Click Browse Schedule and select the disposition schedule. (Click Select beneath
the schedule name.) This adds a new drop-down menu in which you indicate how to propagate
the disposition schedule.
- Select one of the following options.
- Propagate new disposition schedule to all inheriting entities - This option affects
all subcategories, folders, and records in the category you are relocating.
- Don't propagate new Disposition Schedule - This option affects only the container
container being relocated but none of its contents. If relocating a subcategory, it's
folders, volumes, and records are not affected.
- Propagate new disposition schedule to all immediate children - This option affects
all levels beneath the container you are relocating. If relocating a folder,
its volumes and records are also affected.
- Optionally enter the Disposition Authority in the text box.
- Click Relocate.