Record Classes and Containers

Associating a Container to a Record Class

A record class defines a named grouping in which containers, and their physical assets, can be assigned. Associated to this grouping, or record class, is a number of properties that define more detailed information about the container, as well as the Lifecycle that containers that are assigned to this grouping will follow. For more information on Record Classes, such as creating, editing, and deleting them, see Records Classes under the Records Management Core component. Assigning a record class to a container enables you to classify all physical assets in that container with a particular record class. Any current, or newly-created, child containers will inherit the assigned record class.

For a Physical Administrator to be able to add a record class to a container, the Administrator must have Declare permission, in Manager Web, on the relevant record class.

1. Select Physical on the Main Menu, and then Containers on the left navigation menu. The Containers page displays.

2. Locate the container you want to associate a Record Class to, and click the drop-down arrow on the right side. The container context menu displays. (The drop-down options you see may vary, depending on your permissions.)
   
   

   

   
   
   

3. Click Record Class. The Record Class dialog opens.

4. Click the Record Class drop-down, select a record class, and then click Save. The changes are saved and the new record class is assigned to the container. A "Unique Record Class" icon displays to the right of the container, indicating that a record class has been assigned to it.

When you create a child container, the child container inherits the same record class from the parent container. This is indicated by the "Inheriting Record Class" icon to the right of the child container name.

Breaking Record Class Inheritance

Record Class inheritance is the process by which a child container inherits the record class of its parent container. An authorized user (as described above) can break this inheritance and manually set a separate record class for a child container. If desired, you can revert the child container's record class back to the parent's record class.

1. Create a container, and then create a child container. (For more information, see Creating Containers

2. Assign a record class to the parent container. The child container inherits this record class.

3. Open the child container's Record Class dialog, select a new record class, and then click Save. The new record class is assigned to the child container, and the "Unique Record Class" icon displays next to the child container on the Containers page.
   
   

   

Reverting Back to a Parent Container's Record Class

1. Open the Record Class dialog for the child container with the broken inheritance, and click Revert to Parent.
2. The Record Class dialog closes, and the child's record class now matches the parent container's record class, as indicated by the "Inheriting Record Class" icon to the right of the child container's name.
   
   

   

   
   
   The Record Class dialog closes, and the child's record class now matches the parent container's record class, as indicated by the "Inheriting Record Class" icon to the right of the child container's name.