DriverHub (Comply)
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      Configuring Record Types in DriverHub

      How to manage your record types for clear and understandable handling of your company's digital records.

      Introduction

      Record Types classify records so DriverHub can interpret them, apply compliance rules, and determine which user groups can view them. Consistent names and icons also prevent confusion from inconsistent file names.

      To view your existing Record Types:

      1. Go to the Config menu.

      2. Click Records.

      3. Click Record Types.

      4. Select any item in the list to open the Edit Record Type dialog.

       

      Creating Record Types

      1. Click Add New Record Type.

      2. Enter a name for the record type.

      3. Select a Category. The category determines how DriverHub processes the record.

      4. Select an icon if desired.

      5. Use the Displayed In field to choose the Record Folder where this record type will appear. Record Folders help filter records in the Records Browser and on user profiles.

      6. Use the Visible To field to select which user groups can open this record type. You can also configure this through Configuration, Permissions, Groups.

      7. Set the four Yes or No options:

        • Whether the record expires. If yes, enter the expiration duration.

        • Allow Expriation Overide

        • Whether the expiration date can be changed from the record detail view.

        • Whether an attachment is required for compliance.

      8. Add any Custom Fields or Audit Checks you want to include. These appear in the Record Details area beneath the Record Info section.

      9. Click Save.

      Editing, Cloning, and Disabling Record Types

      Editing a Record Type

      1. Click the record type in the list.

      2. Make the necessary updates.

      3. Click Save.

      Cloning a Record Type

      1. Open an existing record type.

      2. Make any adjustments you want for the new version.

      3. Click Save As New.

      4. The new copy will appear in the list.

      Disabling a Record Type

      1. Open the record type.

      2. Click Disable.

        This hides the record type from the Records Browser and from user profiles without deleting any existing information. It can be re-enabled at any time.