Defining a Location

Before you can select a location in a retention schedule, you must first define the physical location that your records will be transferred or accessioned to.

Before creating a location, note that:

To create a location

ClosedIn the desktop Laserfiche Administration Console
  1. Start the Laserfiche Administration Console.
  2. In the console tree, expand the desired Laserfiche Server.
  3. Select the desired Laserfiche repository.
  4. If security has been enabled on that repository, log in as any user who has been granted the Records Management privilege.
  5. Expand the Records Management node and select Locations.
  6. From the Action menu, click New Location.
  7. Enter a name and description for the new location in the New Location dialog box.
  8. Optional: Enter contact information for the person or organization responsible for records in this location.

    9. Note: This contact information will be displayed when you export or print the file plan.

  9. Click OK to finish creating a location.
ClosedIn the Laserfiche Web Administration Console
  1. Start the Laserfiche Web Administration Console.
  2. Select the desired Laserfiche Server item.
  3. Select the desired Laserfiche repository.
  4. If security has been enabled on that repository, log in as a user who has been granted the Records Management privilege.
  5. Select ClosedRecords Management

    6. records management item

  6. Select the ClosedLocations tab, and then click Add to add a new location.

    7. locations tab

  7. The ClosedAdd Location dialog box will open. Enter a name and description for the new location.

    8. add location

  8. Optional: Enter contact information for the person or organization responsible for records in this location.

    Note: This contact information will be displayed when you export or print the file plan.

  9. Click OK to finish creating a location.

To modify a location

ClosedIn the desktop Laserfiche Administration Console
  1. Double-click the location you want to modify.
  2. Enter or change the desired name, description, or contact information.
  3. Click OK to finish modifying a location.
ClosedIn the Laserfiche Web Administration Console
  1. Click the location you want to modify.
  2. Enter or change the desired name, description, or contact information.
  3. Click OK to finish modifying a location.