Move records
A records administrator or records manager can move one or more records from one location
to another within the same file plan. When you move a record to a new location, its associated
metadata is also moved to the new location. An additional field representing the reason for
moving the record is appended to the existing metadata fields of the record. To move container
entities, see Relocate
a record category or record folder.
For information about transferring records, see IBM InfoSphere Enterprise Records transfer.
Considerations and limitations
When you move records, note the following limitations:
- A moved record
inherits:
- The security of the new parent container. For additional details, see Record
Security.
- The disposition schedule of the new parent container, unless the record has a disposition resulting from its record type. For details about inheriting disposition schedules, see Disposition schedule inheritance.
- If a moved record was already cut off as a result of its record type, the calculated cutoff dates move with the record.
- You cannot move:
- An electronic record to a physical folder.
- An electronic record into a record category in the PRO data model.
- A record to a destination folder that is inactive.
- You can move a record to a closed volume.
To move a single record
- Browse for the record to be moved.
- Right-click the name and select Move:

- Click the folder containing the record that you want to move.
- Enter the reason for relocating the record to some other destination, and click Next.
- Navigate to the container where you want to move the record and click Move.
Tip: If you search for the record, you can click the Get Info button and move the record by selecting the Move action on the information page.
To move one or more records
- Browse for the records to be moved. (There is no Move command on the Multi-Select Actions
menu in search results.)
- Select the checkboxes to the left of the records that you want to move.
- From the Multi-Select Actions menu, select Move:

- Enter the reason for relocating the records to another destination, and click Next.
- Navigate to the container where you want to move the records and click Move.