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How does one undeclare - or remove the 'record' status - of a document that was declared a record in error on a non Records management site?
You can reject the record as detailed here - Rejected records | Alfresco Documentation
By default you'll find records that have been declared but not completed in the Unfiled Records area of the File Plan
Thanks.
The Reject option is available only where the user who declared the document as a record was not me. How do I reject my own record if I am also the RM manager?
This should work. There's a specific capability for rejecting records (called, imaginatively "Reject Records"). If your user is part of the RM Manager role, and that role still has the Reject Records capability (it does out of the box), and you don't see the option to reject a record, then something else is going on.
Note: It's not possible to reject records when you used "Declare Version as Record", only when you use "Declare as Record" - if you've declared the version instead, then you can just delete the record without impacting the original document in your collaboration site.
Hi David
Thanks so much for the reply.
Admittedly I am new to the RM module and am working my way through it all.
If you have any suggestions on recommended reading or tutorials I should be investigating, I’d appreciate that.
I have noticed that RM comes with its own help menu, but I noticed that the help option still only displays the community version Alfresco help menu if I select “Help”. Is there a way to specify which help menu Alfresco shows depending on the component one is using in Alfresco – i.e. if I am in the RM site/module then see RM Help, and if in the Alfresco no RM sites, then show standard Help menu…?
Regards,
Nadine
