IBM Enterprise Records, Version 5.1.+            

Receipts

Receipts generally keep track of which users are in possession of a copy of classified record, although you can create a receipt for unclassified records as well. Even though a receipt keeps track of the location of a classified document, the receipt itself is not usually classified.

If a receipt is a paper document, you can declare it as a physical record. For more information, see Declaring a physical record. You can scan a receipt and declare the scanned image as an electronic record or create an electronic text document and declare that as a record. If you do want to declare the receipt as a classified record, see Declare a classified record.

When you declare a receipt as a record, you associate the receipt with the record you want to track.

To declare a receipt as a record:

  1. Start declaring the receipt as a record as you would for any other document.
  2. In the Set Properties step, click ReceiptOf.
  3. Browse to and select the classified record that the receipt keeps track of.
  4. Complete the record declaration process as you would for any other document.

After you declare a receipt as a record, the receipt's Properties view shows the name of the record it keeps track of in the ReceiptOf field. Note that you can change the value by clicking on ReceiptOf or clear the assignment by clicking Clear.

In a record's Detail view, the Additional Record Details section includes a Receipt Status field that displays one of the following:

The term "Parent" refers to the record associated with the receipt, not to a folder.

Attention: The Receipt Status field displays "None" if a record is not a receipt. The Properties view of a classified record shows the names of receipts that are attached to it (if any). The Receipt Status field of a classified record displays "None" because a record with receipts attached cannot be the receipt of another record. A record can have multiple receipts, but a receipt can be attached to only one record.


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Last updated: August 2011
receipts.htm

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