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 Article Contents

Definitions

FacetDescription  
Record ClassificationDisplays records, files and boxes based on function and activity (i.e. business classification scheme)
Record FormatDisplays electronic or physical formats
ContainerDisplays records based on a specific container/file
Record Manually ClassifiedDisplays manual or automatically classified file/record
Record Content TypeDisplays records based on specific record content type
Resentence DateDisplays records that have been resentenced for a given date range
Disposal ActionDisplays records based on disposal action (Dispose/Transfer/Review)
Disposal Action DueDisplays records based on disposal/transfer/review date range
Assignee(Physical/Hybrid/Box only) Displays records based on who they are assigned to
Home Location(Physical/Hybrid/Box only) Displays records based on their home location
Owner Location(Physical/Hybrid/Box only) Displays records based on their owner location
Current Location(Physical/Hybrid/Box only) Displays records based on their current location
Date Registered(Physical/Hybrid/Box only) Displays boxes based on a date registered range

Browse by Record, File or Box using Facets

  1. From the Navigation Panel
  2. Under Browser, select Record, File or Box browser
  3. By default, the most recently submitted items will be shown.
  4. Expand the facet filter required to refine results
  5. Each facet filter will either have a drop down, check box (yes or no), date field or text field. Refer to Field definitions for more info.
  6. Select a filter and provide additional information
  7. Click Go

If no results are returned, you may wish to return to the previous facets and select Clear to remove selections and start again. This will ensure the new request does not return results based on selected filters.

Example: Browse by Classification

  1. Click Record Browser
  2. Click to expand Record Classification - Notice all the records (that can be displayed on a single screen) are displayed on the right hand side
  3. Refine this search further by clicking on Policy - Notice the results on the right had side are filtered to only show items below policy
  4. Click on "Agency wide policy" to filter the results further
  5. Alternatively, it is possible to use a combination of facets. With the Policy level of the classification scheme still selected:
  6. Expand the Record Content Type, and type in Procedure
  7. This will filter the results so only records classified whose classification equals policy classification and content type equals procedure within the active site. Any number of facets can be used to refine results to identify records.

To Save this Query

  1. Select the RecordPoint tab from the Ribbon
  2. Click Save Query
  3. Provide a Title, Description and Category
  4. Click Save
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