Managing Physical Content 8-3
Use this procedure to create a new physical item as a record within the retention schedules hierarchy in Oracle URM. This is done by placing the item directly into a
retention category or records folder.
1. Click Browse Content then Retention Schedules.
2.
Navigate to the records retention category or records folder in the hierarchy where the physical item will be added.
3. Click Create then click Check In New Physical Item from the Action menu of the
location where the item will be stored. The
Create or Edit Physical Item Page is displayed with the full retention schedule
path to the current retention category at the top of the page.
4.
Provide the information for the new physical item as required. The page does not contain the Life Cycle field because the physical item is
automatically assigned the retention and disposition rules of the current or inherited retention category.
5. Click Create to submit the information about the physical item to the repository.
The Physical Item Information Page
for the new physical item is displayed with
the Is Record field set to Yes.
8.1.1.3 Creating a Physical Item Within Another Item
Use this procedure to create a new physical item within an existing physical item. This may be useful in situations to create a container physical item for example, of object
type Box and add several content physical items within it for example, of object type Folder.
1. Click Physical then Storage from the Top menu.
The Exploring Storage Page
is displayed.
2. Click Create Physical Item Within on the Action menu for the location where the
item will be stored. The
Create or Edit Physical Item Page is displayed.
3. Provide the information for the new physical item as required, including it storage
and record-related information.
4. Click Create to submit the information about the new physical item to the
repository. The
Physical Item Information Page for the new physical item is displayed.
8.1.2 Editing a Physical Item
Permissions: The PCM.Physical.Create right is required to perform
this task. This right is assigned by default to the PCM Requestor and PCM Administrator roles.
Permissions: The PCM.Physical.Edit right is required to perform
this task. This right is assigned by default to the PCM Requestor and PCM Administrator roles.
8-4 Oracle Fusion Middleware Users Guide for Universal Records Management
Use this procedure to edit the properties of an existing physical item.
1.
Search for the physical item.
2. On the search results page, click Edit then click Edit External Item in the items
Action menu. The
Create or Edit Physical Item Page is displayed.
3. Modify the physical item properties and click Submit Update when finished.
The items information page is displayed with the updated properties.
8.1.3 Moving a Physical Item
Use this procedure to move an existing physical item from one location in the storage space hierarchy to another.
1. Search for the physical item.
2. On the search results page, click Edit then Edit External Item in its Action menu.
The Create or Edit Physical Item Page
is displayed.
3. Modify the Current Location andor Permanent Location fields as required, and
click Submit Update when finished.
The items information page is displayed again with the updated locations.
8.1.4 Adding Physical Items To A Content Basket
Use this procedure to add one or more physical items to a content basket. The content basket serves as a personal storage space for users where they can temporarily store
multiple items for later processing. For example, if users want to reserve physical items for check-out, they search for all items they want to reserve, and add each of
them to their content basket. After adding all items, they can open their content basket and make a reservation request for the items in the basket.
After an item is added to a content basket, a user can access the content basket from the My Content Server menu.
1.
Search for the physical items to be added.
2.
On the search results page, select the box of each item to add to the basket.
3. Click Actions then Add to Active Content Basket in the Table menu.
The Content Basket Page is displayed listing all items currently in the content basket.
Permissions: The PCM.Physical.Move right is required to perform
this task. This right is assigned by default to the PCM Requestor and PCM Administrator roles.
Important: The content basket must be defined prior to use and a
content basket should be designated as the active basket.
Managing Physical Content 8-5
8.1.5 Viewing Reservations for a Physical Item
