IQ provides the ability for users who have been granted access to security lock #263 to update multiple records at the same time using the Hold, Release, Change Disposition and Change Disposition Date actions on the Records Search Results page and File Plan directory.
The Hold action allows you to suspend the disposition of records by placing the selected records on Hold. Records that are on Hold are not processed until they have been released.
To place multiple records on hold:
Search for the records you want to place on hold.
When the records appear on the Search Results page, click the Select All link at the top of the page to select the check boxes next to all records found. If you want to update only selected records, select the check box next to those records.
Select the Hold action. IQ displays the Hold Record Disposition dialog with the number of selected records.
Click the Hold button to place the selected records on hold.
Click OK to clear the selected records.
IQ refreshes the Search Results page and displays a Y in the Hold column.
To remove the hold from multiple records:
Search for the records you want to remove from hold.
When the records appear on the Search Results page, click the Select All link at the top of the page to select the check boxes next to all records found. If you want to update only selected records, select the check box next to those records.
Select the Release action. IQ displays the Release Record Disposition dialog with the number of selected records.
Click the Release button to release the On Hold from the selected records.
Click OK to clear the selected records.
IQ refreshes the Search Results page and removes the Y from the Hold column.
The Change Disposition and Change Disposition Dates actions allow users, with the appropriate security, to change the disposition action and expiration date of multiple records at the same time.
To change the disposition for multiple records:
Search for the records whose disposition you want to change.
When the records appear on the Search Results page, click the Select All link at the top of the page to select the check boxes next to all records found. If you want to update only selected records, select the check box next to those records.
Select the Change Disposition action. IQ displays the Change Record Disposition dialog with the number of selected records that can be updated.
Click in the Disposition field and select the new disposition.
Click the Update button to update the selected records.
Click OK to clear the selected records.
IQ refreshes the Search Results page and displays the new disposition.
To change the disposition date for multiple records:
Search for the records whose disposition date you want to change.
When the records appear on the Search Results page, click the Select All link at the top of the page to select the check boxes next to all records found. If you want to update only selected records, select the check box next to those records.
Select the Change Disposition Date action. IQ displays the Change Record Disposition Date dialog with the number of selected records that can be updated.
Type the new expiration date in the Disposition Date field or select one from the calendar.
Click the Update button to update the selected records.
Click OK to clear the selected records.
IQ refreshes the Search Results page and displays the new disposition date.