Repeat this process till all folders have been added. Once you have added all folders and the box is complete, be sure to click to Records ‘Send Management’ to initiate the storage process. Creating Folders that WILL NOT be stored in a Box. Start Internet Explorer on the Waternet Site Under the section, select (formerly Team Rooms)” “Applications” “Collaboration In upper left, select Exec Apps” “SWFWMD In following screen, select Records Management” “Fixed Select “Folder” Enter the Folder information into this screen. (Department MUST be selected prior to choosing Record Type.) and fields indicate the start and end dates for the box/folders to be From” To” “Date “Date retained before destruction schedules are applied. Please note that The Date” automatically populated with date when the record is “Create added. In the Location” field, select “Actual “Box”. When the Records Coordinator has completed the above information, click on the button. “Ok” If you want to enter a second folder into this box, click This” on the left side “Clone Change the fields to reflect the second folder information (Description field, if applicable) and then click on the button. “Ok” Edit any additional information as needed. Create date will be today’s date. Then click OK
Repeat this process till all folders have been added. Once you have added all folders and the box is complete, be sure to click ‘Send to Records Management’ to initiate the storage process. Creating Folders that WILL NOT be stored in a Box. Start Internet Explorer on the Waternet Site Under the “Applications” section, select “Collaboration (formerly Team Rooms)” In upper left, select “SWFWMD Exec Apps” In following screen, select “Fixed Records Management” Select “Folder” Enter the Folder information into this screen. (Department MUST be selected prior to choosing Record Type.) “Date From” and “Date To” fields indicate the start and end dates for the box/folders to be retained before destruction schedules are applied. Please note that The “Create Date” automatically populated with date when the record is added. In the “Actual Location” field, select “Box”. When the Records Coordinator has completed the above information, click on the “Ok” button. If you want to enter a second folder into this box, click “Clone This” on the left side Change the fields to reflect the second folder information (Description field, if applicable) and then click on the “Ok” button. Edit any additional information as needed. Create date will be today’s date. Then click OK