Creating, modifying, deleting jurisdictions

1. Right-click in the window and click New Jurisdiction.

   The New Jurisdiction dialogue appears.

   • Jurisdiction Type - see Jurisdictions for the different types. Select between:
     • Single
     • Group
     • Federation
   • Short Name - type up to ten characters for the name as it should appear to users.

     Typically a country, state or organisation.

   • Description - type up to 100 characters as description that should appear in jurisdiction lists
   • Active tab - type in active date range. An inactive jurisdiction cannot be attached to a record, record type, classification or location
   • Comments tab - type comments about the item, for example about its use, if required
2. Click OK.
   Content Manager displays the jurisdiction as item. For a single jurisdiction, you are finished.
3. For a jurisdiction standard group or federation, select the members:
   Right-click the jurisdiction standard group or federation and click Add Jurisdiction.
   The Select From Jurisdictions dialogue box appears.
4. Select or tag the jurisdictions to add to the group or federation
5. Click OK.
   Content Manager displays the jurisdiction standard group or federation with an expand symbol beside it and you are finished.
   You can see the members of a standard group or federation by clicking the expand symbol.
   Content Manager expands the group or federation.

With this method, you can modify jurisdiction type, short name, description and comments.

1. Right-click the jurisdiction or group to modify and click Properties.

   The Jurisdiction dialogue appears.

2. Enter the new properties in the General, Active and Comments tabs.
3. Click OK.

   Content Manager saves the new properties.

With this method, you can add or remove members to jurisdiction standard groups and federations.

1. Right-click the jurisdiction group or federation to modify and click Add Jurisdiction to add members or Remove Jurisdiction to remove members.

   The Select From Jurisdictions dialogue appears.

2. To add or remove members, select or tag them and click OK
   Content Manager saves your changes and displays the jurisdiction in a list.

1. Right-click the jurisdiction or group to delete and click Delete.

   A confirmation message appears.

2. Click Yes to confirm.

   You cannot delete jurisdictions that are associated with items.

   Content Manager deletes the jurisdiction or group and the updated list appears.