Alfresco Records Management: Edit record metadata
Before you can complete a record you must enter the required details about the record in the metadata. Completing metadata is mandatory for filing records in the File Plan. You can still edit record metadata after you’ve set the record to complete. Hover over a record in the File Plan and click edit metadata. The edit metadata page displays. The metadata fields you see on this page depend on the File Type and whether or not record types have been associated with the file. The metadata is divided into sections with additional sections dependant on if a record type has been associated with the item. Every file includes the Records sections, which is a default set of basic metadata fields. You can choose which metadata fields you complete depending on your requirements but fields marked with an asterisk must be completed. You can’t save this page until you complete the mandatory fields in each metadata section. When you’ve finished, click Save. You’ll now be able to complete the record.