Primary/ All Record Management

PostedJanuary 13, 2022

UpdatedJune 30, 2022

Byadmin

Primary/All Record Management

In order to find the Primary/All Record management, navigate to the Record Management setting, it can be found in the in the top right, next to the logs and system menu.

Primary/All Record Management will allow you to quickly search the entire system for records, by searching for the record title or UID / SID.

Primary Records

The primary records section will allow you to browse all primary records in the system, this will be all records in the first record table when selecting a section in the main menu. There are several filters available which will allow you to filter to records only in a specific section, status or deletion status.

From there you are able to either ‘edit’ or use the dropdown to view the record.

If you attempt to view the record and cannot, you may have been set to 'deny' in the record permission. We will cover that in the record permission section below. You may also not have access to the area the record is stored in, you can see this by selecting edit.

When ‘editing’ the record file, you will be able to view some of the key pieces of information: Record Name; Site; Record Creator and the deletion status. All of which can be changed from here:

Any Primary record marked as deleted will also mark all secondary records as deleted as well.

This is the best place to check a record if you are unable to find it in any of the record tables.

Any record marked as deleted, will no longer appear in the system. However you can always revert this here in record management.

All Records

While similar to the Primary Records section, you are able to filter to particular sections; areas; status and deletion status. You are also able to search for secondary records as well.

There is more limited functionality here as well, with the only editable option being the deletion status. This is because all other details are directly controlled by the primary record.