Working With Records Folders 7-5
The Record Folder Information Page
is displayed. On the Page’s top menu, select
Edit then the option needed.
The information displayed depends on the configuration and if optional fields were populated.
7.2.2.1 Moving a Record Folder
You can move a record folder to another retention category or folder.
Use the previously described procedure to access the Edit menu for the folder to move. When Move is selected, the
Select Category or Folder Dialog is displayed. Click
to expand the tree, and click the category or record folder where the folder will be moved. The location field populates with the new location. Click OK when done.
If a record folder inherits its security settings and disposition rules from its parent category, make sure the new location has the same settings. If a record folder has its
own security settings, moving the folder is not a security concern. Because record folders also inherit disposition instructions from the parent category, be sure any new
category location has the disposition instructions appropriate for the record folder. If a record folder has its own disposition rule or rules, then moving the folder is a concern
for disposition processing. If a record folder has its own disposition instructions, the folder cannot be moved until the association is removed. Then re-create the rules
unique to the folder in its new location if necessary.
7.2.2.2 Closing or Unclosing Reopening a Record Folder
After a record folder is closed, no further content can be checked filed into the closed record folder or its subfolders child record folders unless the user has the
Folder.OpenClose right or is the author of the closed folder. If a user without these rights attempts to file content into a closed folder, a message is displayed stating the
folder is closed. The content is not filed.
Closing a record folder refers to locking a record folder, and does not correlate with collapsing and expanding record folders within the Browse Content area. A closed or
locked record folder is indicated with a padlock image superimposed on the record folder icon:
Depending on settings in a user’s profile, the icons may appear slightly different, such as a book background icon rather a folder.
Use the previously described procedure to access the Edit menu for the folder to close. When Close is selected, a prompt appears to enter a reason for the action. Enter a
reason, and click OK to confirm or leave the text box empty and click OK. Click Cancel
to abort the entire action. If confirmed, the folder icon includes a padlock to indicate it is closed.
To unclose or unlock a folder, select Edit then select Unclose from a menu. Follow the same procedure as the one described to close a folder.
7.2.2.3 Freezing or Unfreezing a Record Folder
