There are various options available to help you manage record categories. These are
available to users with the appropriate capabilities.
In the File Plan hover over a record category to display the available actions:
| Action | Select this to... |
|---|---|
| View Details | View the record category details page, where you can see the metadata and a full list of actions. |
| Edit Metadata | Edit the record category metadata. |
| Manage Permissions | Set the user and group access for the category. |
| Copy to | Create a copy of the category in another location in the File Plan. |
| Move to | Move the category to another location in the File Plan. |
| Delete | Delete the category from the File Plan. |
| View Audit Log | View the auditing information for the category. The Audit Log displays the activity information and has options to export and file as a record. |
| Manage rules | Create and edit rules so that category content is managed automatically. |