Skip to main content

Add New Record Category

Adding a Record Category allows user to organize records by category. Record Category can have folders and files within the category.

 

Pre-Requisites to Add New Record Category:

1. User has an account in DigiWorks Enterprise.
2. User logged in successfully in the system.
3. User is part of the site.
4. User has security clearance to the site.

 

Follow these steps to add a new record category in DigiWorks Enterprise:

1. Go to image-1641550290248.png

2. Click image-1641550322094.png

 

image-1641446070512.png

 

3.  Enter the following details:

Attribute Description
Name Enter valid Name of the Record Category
Title Enter valid Title of the Record Category
Description Enter valid Description of the Record Category
Record Category ID Auto filled attribute
Vital Record Tick the box if its a vital record
Review Period Enter valid date of review period
Expiration Enter valid expiration of the Record Category

 

4. Clickimage-1641550710527.pngto complete in adding a Record Category

 

image-1641446103536.png