Introduction

Bulk resubmission works via search. When a search has been performed, multiple items can be selected for resubmission.

For example, when an outcome has been updated, all records using that rule can be resubmitted so that retention information reflects the new outcome.

Security settings

In order for a RecordPoint user to perform a bulk resubmission, the resubmit permission level in the RecordPoint Security Settings must be enabled. To do this perform the following:

1. Add the user to Record Administrators group

Saved Queries Page

Under the RecordPoint user settings, there is the ability to view all My Queries saved. Through this page there is also functionality to edit, delete and sort queries.

To view saved queries page, perform the following:

1. In the top right hand corner of RecordPoint, click the user name logged in
2. Click My RecordPoint settings
3. Click My Queries

Ribbon items

View

The View item allows the RecordPoint user to see the details of the query. Details include:

• Title,
• Category,
• Description and
• Record Type.

Edit

The Edit item allows the RecordPoint user to modify the details of the query. Detail includes as above.

Delete

The Delete item allows the RecordPoint user to delete one or more selected queries.

Resubmit Query

The Resubmit Query allows the RecordPoint user to select a query and perform a bulk submission on all items that are returned when that query is selected.

Note: Record type must be set in order to resubmit a query.