IBM Enterprise Records, Version 5.1.+            

Adding, modifying, or deleting a record type

There are specific steps you must complete to add, modify, or delete a File Plan Object Store record type.

Restriction: Before you can add or modify a record type to an FPOS, you must have defined the disposition schedule that you plan to associate with the new record type. See Defining a disposition schedule for procedures.

To add a record type:

  1. Sign in as a Records Manager or Records Administrator and select the Disposition tab.
  2. Click Record Types: Record Types icon
  3. Click Add Record Type: Add record type icon.
  4. Enter a name for the record type (required).
  5. Optionally enter a description.
  6. Click Disposition Instructions and click Select beneath the name of the disposition schedule you want to use.
  7. Click Finish.

To modify a record type:

  1. Sign in as a Records Manager or Records Administrator and select the Disposition tab.
  2. Click Record Type: Record Types icon
  3. Click the Get Info icon of the record type you want to modify.
  4. Modify properties or security as appropriate. You do not need to clear the disposition instructions before selecting another disposition schedule.
  5. Click Apply and Exit the information pages.

To delete a record type:

  1. Sign in as a Records Manager or Records Administrator and select the Disposition tab.
  2. Click Record Type: Record Types icon
  3. Right-click the name of the record type and select Delete.
  4. Accept the confirmation to delete or click Exit to keep the record type.


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Last updated: August 2011
create_a_record_type.htm

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