Getting Started

  • Updated

Role Required
To Create and Edit Physical Records you need to be assigned to the Application Administrator or the Records Manager role. Alternatively, Record Visitors can be given the permission to Create and Edit Physical Records through the use of Security Profiles. For more information on security profiles and permissions, see Security Profiles.

Creating Physical Records

  1. Click on Browse on the left hand navigation pane.
  2. Click on the tab that corresponds to the type of physical record you wish to create (Records/ Record Folders (or Files) / Boxes). If you have it available on your tenant, on the Browse All page you can create any type of Physical Record.

  3. Click on New at the top left of the grid.

  4. The New Physical Record pane will open. Select a Profile from the dropdown menu.
  1. Enter the appropriate metadata required by the Profile and click the Save button.

Create a copy of a Physical Record

  1. Navigate to the Browse page. A copy of a Physical Record can be created from any of the tabs, as well as from the Advanced Search page.
  2. Select an existing Physical Record. The new Record will be created based on the selected item – it will copy all of the properties from the selected item, so ensure the most relevant item is selected. If a Part is selected, the newly created Part will be related to the master folder of the selected part.
  3. Click on the Copy button, all of the properties will be populated with values from selected existing Physical Record.
  4. Update any relevant metadata and click Save.

Editing Physical Records

  1. To Edit a Physical Record, select it in the Browse grid using the checkbox at the left hand side of the grid.
  2. You can Edit more than one Physical Record at a time by selecting multiple checkboxes in the grid. Note that the Edit button will not be available if you have selected any Electronic Records.
  3. Click on the 3-dot menu and select the Edit button. The Edit Physical Record lightbox will reopen. When editing multiple physical records, only the common fields across the Profiles of the selected records will be displayed in the Edit lightbox.

Searching for Physical Records

  • Physical assets have a Media Type of Physical. See Advanced Search for more details on searching for records by their properties.

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