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.