6-2 Oracle Fusion Middleware Administrators Guide for Universal Records Management
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Creating a physical item within another item
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Editing a physical item
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Moving a physical item
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Adding physical items to a content basket
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Marking physical items as reviewed
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Viewing reservations for physical items The following tasks can be performed by administrators and are discussed in the
following subsections:
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Deleting a Physical Item on page 6-2
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Freezing and Unfreezing a Physical Item on page 6-2
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Printing a Label for a Physical Item on page 6-4
6.2.1 Deleting a Physical Item
Use this procedure to delete an existing physical item. When deleting a physical item, its metadata, storage, and retention information are removed from the repository.
Therefore, the item can no longer be tracked and managed.
A physical item cannot be deleted if it has other physical items contained within it.
1. Search for the physical item to delete.
2. On the search results page, choose the Delete External Item option in the items
Action menu.
You can also choose the Delete External Item option on the Physical Item
Information Page .
The physical item is deleted immediately, without any further prompts. If no errors occur, a message is displayed stating the physical item was deleted successfully.
6.2.2 Freezing and Unfreezing a Physical Item
Use this procedure to freeze or unfreeze an existing physical item. Freezing a physical item inhibits disposition processing for that item. For example, it
will not be flagged for destruction, even if the action is due, until the item is unfrozen when its frozen status revoked. This may be necessary to comply with legal or audit
requirements for example, because of litigation.
Permissions: The PCM.Physical.Delete right is required to perform
this task. This right is assigned by default to the PCM Administrator role.
Permissions: The Record.FreezeUnfreeze right is required to
perform this task. This right is assigned by default to the Records Administrator role. This right is not assigned by default to any PCM
roles.
Managing Physical Content 6-3
More than one freeze can be applied to an item. View the freeze details for the item to see a list of all freezes currently applied to the item.
If a physical item containing other physical items is frozen, all of those items are also frozen.
After a physical item is frozen, its metadata cannot be edited. To freeze a physical item, complete the following steps:
1.
Search for the physical item to freeze.
2. On the search results page, click Edit then click Freeze in the items Action menu.
You can also choose Edit, then select Freeze option on the Physical Item
Information Page .
To freeze all items on the search results page, choose the Freeze Results option in the Page menu.
3.
In the Freeze Name list, select the freeze to be applied to the item. The list contains all defined freezes. A reason can be given for the freeze or leave the text box
empty.
4. Click OK to confirm the freeze. Click Cancel to abort the entire action.
If confirmed, the information page of the affected item displays Is Frozen: Yes and a Details link, which links to a detailed page for the item.
After an item is frozen, the freeze reason cannot be edited. If the freeze is no longer correct, unfreeze the item and freeze it with a new reason.
To unfreeze a physical item cancel its frozen status, complete the following steps:
1.
Search for the physical item to unfreeze.
2. On the search results page, click Edit then click Unfreeze in the items Action
menu.
You can also choose Edit, then select Unfreeze on the Physical Item Information
Page .
The Unfreeze dialog is displayed.
3.
In the Freeze Name list, select the freeze to be canceled for the item. The list contains all freezes currently applied to the item at the item level. If needed,
provide a reason for the unfreeze action or leave the text box empty.
4. Click OK to confirm. Click Cancel to abort the entire action.
If confirmed, the Retention Schedule Information area of the content information page displays Is Frozen: No and no Details link is displayed.
Important: Multiple freeze may be applied to an item. Therefore,
after an item is unfrozen, the Actions menu for the item may continue to include an Unfreeze option if other freezes are still applied to the
item.
6-4 Oracle Fusion Middleware Administrators Guide for Universal Records Management
6.2.3 Printing a Label for a Physical Item
