Record Type Physical LM page

To see this page, right-click a Record Type, click Properties and select the Physical LM page.

This function is used to move inactive records to lower cost storage.

    NOTE:
  • For this function to be available for physical records, "Physical Inactive Record Manager" must be enabled in System Options - Features page.

Enable Inactive Record Manager (Physical) - to reduce storage costs, enable to make physical records inactive by moving them to the appropriate storage.

  • Action - select from either Put in box or Move to new home location.
    • Box record type - enabled if Put in box action was selected. Nominate the box record type that the inactive records will be moved into for storage.
    • New home location - enabled if Move to new home location action was selected. Choose the location where the inactive records will be moved to.
    • Close record - select this option to close records when you process inactive physical records.
  • Select records using - from the drop-down list, select a Date method to identify inactive records.
  • Process records after - select the years and months based on the date used for selecting records.