IBM Enterprise Records, Version 5.1.+            

Create Record Folder

The Create Record Folder workflow enables an end user to create a folder from the RM Workplace. 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 the RM Workplace, 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.


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Last updated: August 2011


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