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:

To relocate a record category or record folder

  1. Navigate to the category or folder you want to relocate.
  2. Right-click its name and select Relocate. Then perform the following steps.

Set Reason

  1. Enter the reason for relocating the entity to some other destination.
  2. Click Next to move to the next step, or click Cancel to exit the procedure for relocating the entity.

Set Destination

  1. Select the destination record category to which you want to relocate the selected category or folder.
  2. 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.

  1. 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.
  2. Select one of the following options.
  3. Optionally enter the Disposition Authority in the text box.
  4. Click Relocate.