Getting actions to display and Manage References button

As we transition to the new Hyland Community, some post links may be temporarily disrupted as we finalize redirects. We apologize for the inconvenience and are working to resolve this as quickly as possible. Details.

mgiles

After creating and declaring a record and viewing the records details, I do not see any of the links under the Actions title, and the Manage button under References is not activated. Is there a step that I'm missing in the Records Management process, that will cause these items to activate?

rwetherall

Hi,

Have you declared a disposition schedule on the containing record category?  Once declared the record will be under the management of the containing disposition schedule.

Cheers,
Roy