Records Management Requests

The Records Management Requests page shows notifications of approved area support requests for deleting content items.

Records Management staff only: To process approved delete requests, do the following.

  1. On the navigation bar, click the Notifications button.

  2. On the sidebar menu, click Records Management Requests.

    notifications list for records management requests

To update the notifications list with new items, click the Refresh List button.

To update the notifications counts on the sidebar menu, click the Refresh Sidebar button.

You can sort and filter the notifications list. See Sort and Filter.

To view the case or person file, click the number in the ID # column.

  1. In the notification list, do one of the following:
    • One item: Click the request in the Step column. The request opens in a new tab.

      click link in Step column to open one delete approval item

    • Best practice: If you want to open multiple requests, first open one item, and log in to the IBM Content Navigator. Then open the rest of the requests.
    • Multiple items (up to 15): Select the check boxes next to the requests that you want to open. To select all requests, click the top check box. On the content menu, click View Selected (eye icon). Each request opens in a new tab.

      select check boxes and click View Selected to open multiple delete approval items

  1. If the Welcome to IBM Content Navigator window appears, type your network ID and password, and click the Log In button.

    log in to IBM Content Navigator

  1. On the sidebar menu, review the information about the request.
  2. Do one of the following:

    • View notification history: Click the Notification History tab (actual text on tab may vary from illustration). To view history details, click the arrow at the end of the history item row.

      notification history tab

    • Close the notification without completing it: Click the Unlock and Close button. On the notifications list, click the Refresh List button to display the full notifications list.

      unlock and close button on notification

    • Complete the delete approval (next).

  1. To add a detail about the request, click the Add Detail button, type the detail (up to 100 characters), and click the Save Detail button.

    add detail and complete notification

  2. To complete the delete approval, do one of the following:
    • Click the Approve Deletion button. The request is removed from the Records Management Requests list, and a Result to Requester notification is added to the requester’s My Notifications list. The content item is deleted.
    • Click the Fixed, Not Deleted button. The request is removed from the Records Management Requests list, and a Result to Requester notification is added to the requester’s My Notifications list. The content item is fixed without deleting it. For example, if the content item was added to the wrong case, it is reindexed.
    • Click the Reject Deletion button. The request is removed from the Records Management Requests list, and a Result to Requester notification is added to the requester’s My Notifications list. The content item is not deleted.

    delete action buttons: approve, fixed not deleted, or reject