/
Updating Record Retention Code

Updating Record Retention Code

Mar 02, 2023

  1.  Navigate to the View with the records that need to be refreshed

  2. If the record's code is the only property that changed follow steps 3-5 then skip to step 14. If the code had other updated properties such as Retention Type or Years, follow all the steps in order.

  3. Right click a record and select "Edit Properties" 

  5. The properties wizard will appear 

  6. Reselect the Record Series by selecting the magnify glass icon

  8. The Record Series list will appear 

  10. Ensure the correct code is still selected/highlighted 

  11. Then hit "OK"

  12. You'll notice the updated properties at the bottom of the properties wizard

  14. Once complete hit "Finish" and the record should be completely updated