Whenever a record or folder is transferred, added to a hold, accessioned, or destroyed,
you can file a report to keep a record of the process.
When you file a report it's filed as a record which you can then complete and process as
with any other record.
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In the File Plan hover over a destroyed folder or record, or a folder or record awaiting
transfer or accession completion, and click File Report.
Note: Records and folders waiting for transfer and accession completion are stored by default in the Transfers area in the explorer panel. Records on a hold are stored by default in the Holds area in the explorer panel.
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Reports are filed by default to the Unfiled Records area of the File
Plan. To select an alternate location deselect the File report to 'Unfiled
Records' option and choose a different destination folder.
Note: As with all records you must select a folder, not a category, to file the report to.
- Click File Report.
The report is filed as an incomplete record in your selected destination.