Record Series
A record series is the highest level of organization in Laserfiche Records
Management. It is a type of folder that can be created either within
the root folder of the repository or within another record series. (Record series can only be created within other record series if there are no record folders already created within the series.) You must be assigned the Records Management privilege to create record series.
To create a record series in the Windows client, open the Records
menu and select Create Record Series. To create a record series in the web client, select More Actions, point to Record Actions, and select Create Record Series. A user must have been granted the Records Manager privilege to create record series.
Record series properties
Note: Only the Name
field is required when creating a record series; however, if your repository has been configured to require record series codes, you will also be required to enter a value in the Code field.
- Code:
An identifier for the series. If the repository was configured to require unique codes, a code must be present and each code must be different from all other codes. If the repository was not configured to require unique codes, the code can be the same as another record series code, or can be left blank.
- When configuring this option, the Code field can have a maximum length
of 32 characters and cannot contain the
backslash (\) character.
- Name:
The name of the record series. This is a required field.
- When configuring this option, the Name field can have a maximum length
of 255 characters and cannot contain the
backslash (\) character
- Description:
A description of the record series.
- When configuring this option, the Description field can have a maximum
length of 800 characters.
- Designate records within this collection as permanent: This checkbox provides a default value for whether newly created record folders will be marked as having permanent records status. Permanent records cannot be assigned to a retention schedule with a Destruction final disposition.
- Cutoff Instruction:
Provides a default cutoff instruction for record folders stored within
the record series.
- Retention Schedule:
Provides a default retention schedule for record folders stored within
the record series.
- Vital Records:
Defines whether records stored under the record series are vital by
default, and if so, what their review cycle or interval is.
- Disposition Authority:
An authority that empowers a user to perform disposition actions.
- When configuring this option, the Disposition Authority field can have a maximum length
of 200 characters.
- Apply changes to child record series and record folders: This checkbox defines whether changes made to the record series will affect the folders and records contained within it.
The Permanent Record, Cutoff Instruction, Retention Schedule, Vital
Records, and Disposition Authority
properties are default values that will be set on new record
series and record folders when they are first created in a parent record series. These
properties can be overridden by assigning properties directly to a child record series or record folder.
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