Enterprise Vault™ Administrator's Guide

Setting up the required record types

With Capstone, it is customary to mark items as permanent records or temporary records, or not to mark them as records at all. This straightforward approach to records management works well in many cases, but if you have adopted a different methodology or have more complex requirements then it may not be sufficient. For example, you may want to mark certain items as records even though they contain personal information.

Enterprise Vault comes with two record types with which you can mark items as permanent or temporary records. You cannot set up more record types to mark items as permanent or temporary records - only one of each type is permitted - but you can set up any number of custom record types to mark items as records of other sorts. Then you can associate each additional record type with a retention category and assign this to the items that you want to mark with the record type.