Delete a record

Deleting a record deletes the document that was declared as a record. The record metadata is typically deleted at the same time, but you can also retain the record metadata. You would want to retain the record metadata to export it to an XML file and then delete the record metadata later. To retain the metadata, the file plan must be so configured. Refer to Configure retaining metadata.

A record is destroyed when it reaches the end of its retention period and is disposed of by the system. If necessary, a records administrator can delete a record manually.

According to DoD standards, a Records Manager is also authorized to delete a record. According to PRO standards, the Records Manager is not allowed to delete any record from the object store.

To delete a single record

  1. Right-click the name of the record and select Delete.
  2. Click Accept to delete or Exit to keep the record.

To delete one or more records

  1. Browse through the file plan hierarchy to access the records to delete.
  2. Select the checkboxes to the left of the records that you want to copy.
  3. From the Multi-Select Actions menu, select Delete.
  4. At the Delete window, verify the records that you want to delete are selected and click Delete. Your records are deleted without any further warning.
  5. After a confirmation message displays to verify the completion of the Delete action, click OK to return to the Browse page.