Finding Retention Schedules

You can search for Content Manager Retention Schedules using practically any of the information about them that is saved in Content Manager.

This is the pane in the main Content Manager window under the toolbars.

Use the fields:

  • Search For - select Schedules
  • Search By - use KwikSelect to select a search method, or type all in the drop-down box
  • Matching criteria - enter the data to find
  • Run the search button - click to start the search

See Search pane.

  1. On the Manage menu, point to Schedules, and then click Schedules
  2. Right-click the list and on the Search menu, click Refine Search.
    The Search for Schedules dialogue box appears.
  3. Use the Boolean search editor, or, to use the options below, switch to the multi-field editor:
    • Search for Schedules containing the word - to find Retention Schedules with certain words in title or notes
    • Search By Schedule Number, starting with - to find Retention Schedules by the Retention Schedule Number field
    • Include Schedules that are not Active - select to also find Schedules whose active date range does not include the current date
  4. Click OK.
    Content Manager returns the schedules that match your criteria.

See Search for ... dialogue boxes for more information.

The search string editor enables you to use the full capabilities of Content Manager searching, combining potentially large numbers of criteria, and using advanced filter and sort options. See Using the string-based search editor.