Role required
To Reschedule Records (also known as 'reclassifying' in some regions) you need to be assigned to the Application Administrator or the Records Manager role. Alternatively, Record Visitors can be given the permission to Reschedule/Reclassify Records through the use of Security Profiles. For more information on security profiles and permissions, see Security Profiles.
Introduction
The reschedule/reclassify capability allows users to manually classify records and override the classification applied by the Rules or Classification Intelligence. When a different Record Category (known as Disposal Class in some regions) is selected the new retention schedule takes effect.
Users can reschedule/reclassify Records from Advanced Search, Browse and Disposal.
Reschedule/Reclassify Records
- In the navigation menu, select Advanced Search, Browse or Disposal.
- Select one or more records to be rescheduled and then click Reschedule/Reclassify.
- In the slidebar click the Record Category/Disposal Class dropdown and select a Record Category/Disposal Class from the list.
- Click Reschedule/Reclassify.
Please note that bulk changes might take some time to take effect.
Known Limitations
- Reschedule/Reclassify is not currently supported for Electronic Folders
- The reschedule/reclassify button doesn’t allow Physical Folders and Boxes to be rescheduled/reclassified but you can do it by editing directly a Physical Folder or Box
- If a new version of the record is submitted through the rules, the manual classification is overwritten