Create A Folder Using The Classification Plan

 

HOW TO CREATE A FOLDER USING THE CLASSIFICATION PLAN

With this procedure, you first locate the desired classification, and then use it to create the new folder.

  • 1.       On the menu bar, click the Classifications icon located under the Matsu Records tab.  
  • 2.       Scroll down until you find the Classification you want to use. 
  • i3.       Select the desired Classification.
  • a.       If you will be using this Classification frequently, you may want to send it to your Favorites by hitting F4.
  • 4.       Right-click and select New Record.
  • 5.       Select the correct record type, and click OK.
  • a.       Typically you will select a Green (Paper) Folder for paper records, or a Yellow (Electronic) Folder for electronic records. Certain divisions may also use other record types.
  • 4.       Enter your information (metadata) into the data entry form provided.
  • a.       Use your naming convention for the title.
  • b.       Verify that the Owner field populated appropriately.
  • c.       Container (for green/paper folders only): If your paper folder is enclosed in a box, be sure to enter the Box number in the Container field.
  • d.       Enclosed? This box should be checked if the Container field is populated.
  • 5.       Click OK.

 

 

For further information or assistance, email the Records Division at Borough.Records.Division@matsugov.us or submit a Help Desk Ticket using the CM Assistance selection.

 

 

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