Record Type properties

When creating or modifying Record Types, a dialogue box with several tabs appears.

To modify the properties of a Record Type, right-click it and select Properties.

To search for an option, on the Record Type dialogue box, click in the Search field and type in a word or phrase that is in the caption. The list of Record Type pages will reload to display the pages that have an option that contains the searched word(s). Click on the displayed Record Type pages to find the required option. To reset the Record Type pages back to the default list, click the Clear button in the search field.

The following tabs appear in the Record Type Properties dialogue and for new Record Types:

• Record Type General page - to set the general details
• Record Type Menu page - to enable or hide menu options available on the right-click menu for records created using this Record Type.
• Permissions page - to set or prevent metadata changes to records created using this Record Type.
• Record Type Audit page - to set record functions that are to be audited for records within the Record Type
• Record Type Defaults page - to set the defaults
• Containment page - to set the containment rules for records created using the Record Type
• Record Type Workflow/Action page - to set the Workflow and Action details
• Document Review page - to define the review and/or authorization process for records created using the Record Type
• Record Type Numbering page - to set the numbering details
• Record Type Electronic page - to set the electronic details
• Metadata Capture page - set the defaults to capture default metadata from email messages and documents created using the Record Type
• Record Type Additional Fields page - to activate Additional Field(s)
• Record Type Form page - to create the New Record form
• Record Type Access Controls page - to set the security level, caveat and Access Control details
• Record Type Notes page - information specific to the Record Type.

  This information could be instructions about use or other details regarding the Record Type

• Record Type Active page - to set the active period for the Record Type
• Automatic Sub Folders page - to define the sub folders to be created for records created using the Record Type
• Physical LM page - set the options to enable the Electronic Record Lifecycle Management behaviors.
• Electronic LM - only for records that can have electronic documents created using them - set the options to enable the Electronic Record Lifecycle Management behaviors.

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