Viewing Information About a Storage Location Reserving or Canceling a Storage Location

Browsing Retention Schedules and Storage 4-5

4.2.2 Using Exploring Pages

The Exploring [Location] pages show the child storage location of a defined storage location. A list of all physical items stored in it can also be displayed.

1. Click Browse Content then Storage.

2. The Exploring Page for the top level called Storage is displayed. YUse the links

on this page to drill down in the storage space hierarchy. In the default Trays layout, navigate to a storage location in the tree view and click its link in the tree. At the top of the page are locator links showing the current location in the storage space hierarchy. This trail allows a user to easily navigate between the levels in the hierarchy. Click any linked item in the trail to go to that level and show its Exploring page.

4.2.3 Viewing Information About a Storage Location

To view information about a storage location, complete the following steps:

1. Click Browse Content then Storage.

The Location Page for the top level of the storage hierarchy is displayed.

2. Navigate to the storage location and click the Info icon.

You can also choose Information then Storage from the Actions menu for a storage location in the list to view that locations properties. The Storage Information Page is displayed listing the current storage location properties.

3. Click OK when done.

The original Location Page is displayed again.

4.2.4 Reserving or Canceling a Storage Location

Use this procedure to reserve a location for future storage or to cancel a current reservation. Reservations are useful to group similar items to store together as they are checked in. If a storage location is reserved, all its child locations are also reserved. To reserve a storage location, complete the following steps:

1. Click Browse Content then Storage.

The Location Page for the top level of the storage hierarchy is displayed. 2. Navigate to the storage space level including the storage location to reserve.

3. Choose Edit then Reserve Storage on the Actions menu for the storage location.

4. The Select Requestor dialog opens. Accept the default or choose a new name from the list. Click OK when finished. The original Location Page is displayed again, and the storage location now shows Reserved in its status column, with the name of the user who made the reservation in parentheses. To cancel the reserved status of a storage location, complete the following steps:

1. Click Browse Content then Browse Storage.

The Location Page for the top level of the storage hierarchy is displayed. 4-6 Oracle Fusion Middleware Users Guide for Universal Records Management 2. Navigate to the storage space level that includes the storage location whose reserved is to be canceled.

3. Choose Edit then Cancel Request from the Actions menu for the storage location.

The original Location Page is displayed again, and the storage location no longer shows Reserved in its status column.

4.3 Generating a Retention Schedule Report