Individual Page and Action Menus Menus

Interface Overview 3-3 updates, and other actions. Offsite Storage allows a site to interface with an offsite storage providers.

3.2 Individual Page and Action Menus

When using this product, individual Action menus are available for items on a page and in many cases for individual items. The options on the Action menus vary depending on the page used and the type of item used content, physical, retention category, and so on. The following list summarizes the most commonly seen menu options: ■ Information : displays a submenu used to access information pages for folders, the life cycle of the item, recent reviews, metadata history, and retention schedule reports. ■ Edit : provides quick links to edit pages for folders or reviews, and options to alter an item’s status by moving, closing, freezing, or unfreezing an item. ■ Set Dates : provides quick links to actions associated with dates, such as marking items for review, canceling, rescinding, and expiring items. ■ Delete : provides options to delete the item or perform a recursive delete delete an entire tree if multiple items are checked. ■ Create : provides options to create items appropriate to the location in the hierarchy. For example, if this is the Action menu for a retention category, Create suboptions include Series and Retention Category. Clicking the Info icon a lower-case ’i’ in a circle displays the Information Page for the item. In addition, several pages have a page-level Action menu which appears next to the Page title. The options on that menu apply to actions that can be performed at that level in the retention hierarchy.

3.3 Menus

After installation, the Search and Checkin menus are changed to include default profile pages. These profiles provide a filtered view of checkin and search pages, allowing you to customize what users will see. Additional options may appear depending on profiles created at your site and the choices made during configuration. These menu options can be used to help quickly narrow searches and choose the type of checkin to perform. The Screening option on the Search menu is dependent on security rights assigned to the user. When viewing search results, a query menu is added to the search results page. 3-4 Oracle Fusion Middleware Administrators Guide for Universal Records Management 4 Screening and Updating Content 4-1 4 Screening and Updating Content Screening is an enhanced search capability that specific search criteria to filter search results. Screening can be performed by both administrative users and end users. Details are discussed in the Oracle Fusion Middleware Users Guide for Universal Records Management. When using Oracle Text Search the system does not index external items, including physical items. Therefore those items and other items stored externally for example, on an adapter system are not available for searching. This chapter provides overview information about screening, which can be performed by end users and by administrative users. Detailed information about performing global updates is included here because updates cannot be performed by end users. For details about Federated Search, used during the legal discovery process, see Chapter 15, Using Federated Search and Freeze . Concepts ■ About Screening on page 4-1