The Records Management banner displays functions that
relate to the storage and retrieval of records.
The main functions on the banner are:
- File Plan
- File Plan is the container for the record hierarchy. It is like a virtual filing cabinet for storing records. The site manager sets this up to reflect your business needs.
- Records Search
- Records Search allows you to search the records in the SkyVault repository. You can create specific searches and save them to the Saved Search area.
- Members
- Members allows you to manage the users and groups in the Records Management site.