Displaying Record Title Details

To view details about a record title, including the review flag details, you can click the title name.  Details can be accessed on any screen that shows a record title including the main Interviews page, record title search results, and linked interviews on a schedule.

To display the record title details:

1.       From the Interviews page, open the interview folder and locate the desired record title in the list in the right pane.

2.      Click the record title. The Record Title Details page opens.

The following record title details are displayed:

·      Record Title: Record title name.

·      Folder: Interview folder in which the record title was saved.

·      Company: Company under which the folder containing the record title was added, or - GLOBAL - for global record titles.

·      Function: Business function associated with the record title, if applicable.

·      Person: Name of the person interviewed, including their job title if assigned.

·      Location: Location for which the record title is maintained. For example, the city, state, office, building, floor, etc.

·      Schedule: Schedule title to which the record title is linked, if any.

·      Requirement: Business requirement representing the interviewee’s opinion as to how long these records should be retained for operational or business purposes. The requirement is entered as a retention abbreviation plus years/months.

·      Business Activity: Type of business or activity associated with the record title.

·      Notes: Interview notes recorded about the record title.

·      Created On: Date the record title was added.

·      Modified On: Date the record title was last updated.

·      Show/Hide list of UDFs: User-defined fields that were defined for Interviews in Versatile Retention. This control may not be visible depending on the configuration.

3.      Any review flags added to the record title in Versatile Retention are displayed in the Review Flags tab at the bottom of the page (see Displaying Review Flags).

4.      Any attachments added to the record title are displayed in the Attachments tab at the bottom of the page. You can click Add Attachment to add a new attachment to the record title, if desired.

5.      If any schedule titles are linked to the record title, you can view the schedule details by clicking the name in the Schedule field (see Displaying Schedule Title Details).

6.       If your browser supports it, you can right-click on the citation details and select Open link in new tab to view the schedule title in a new tab.

7.      To print a report, click the Reports button () in the upper-left corner (see Printing Interview Reports).