We’ve recently released a new editable field called the Record Category Identifier (also known as the Disposal Class Number, depending on your location). This feature allows you to update a category in your file plan without needing to delete it. As a result, categories in the file plan will no longer be able to be deleted.

The new Record Category Identifier field simplifies the process when a category version iterates. You won’t need to modify rules, reclassify records, or retrain your machine learning model in Classification Intelligence, ultimately saving time and reducing complexity.

Preventing the deletion of categories is crucial for maintaining data integrity. By keeping all historical records intact, we ensure that your records management remains reliable and consistent over time.

This update lays the groundwork for enabling file plan import and export, which will be available in the coming months. Once the file import and export functionality is completed, it will provide customers with a much simpler method to update file plans and enable integration with legal and regulatory services like filerskeepers.

The editable Record Category Identifier field is scheduled to roll out to your tenant beginning the week of September 16, 2024. For any additional assistance, please feel free to contact our support team.

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