Review Schedule dialogue box shortcut menu
When reviewing a Retention Schedule for a record by using right-click Archiving - Review Schedule, the Review Schedule dialogue box appears. When the record is a container record, the records it contains appear in the list Contents of selected Record. You can right-click these records to resolve conflicts between the Retention Schedules:
Right-click a contained record in the Review Retention Schedule dialogue box for the options:
- Schedule <number> Properties - view and, if you have the correct permissions or are a user of user type Administrator, modify the Retention Schedule properties
- Record <number> Properties - view and, if you have the correct permissions or are a user of user type Administrator, modify the record properties
- Promote Schedule <number> to Container - update the container's schedule to be the same as the currently selected record's schedule
- View - to view the record's attached electronic document
- Show All Contents - display all the contained records in the selected container
- Show Contents With Schedules - refine the list of records to only show those with Retention Schedules
- Show Contents With Different Schedules - refine the list of records to only show those with Retention Schedules that are different from the selected container's Retention Schedule
- Show Contents With More Severe Schedules - refine the list of records to only show those with Retention Schedules that are more severe than the selected container's Retention Schedule.
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