Working with Weeding Record Sets

Weeding record sets allow you to create a record set full of item records that meet a certain weeding criteria. Weeding record sets are based on a weeding template, which contains the criteria. You must create at least one weeding template before you can create weeding record sets. For more information, see Create a Weeding Template.

A weeding record set is where you can add a list of items that match the weeding criteria in the linked template. Records that do not match the criteria item filters appear in the table with an alert icon beside them.

Work with weeding record sets like you work with other record sets, such as item record sets, but with a few modifications.

To work with weeding record sets

1. Create a weeding record set. When creating an empty record set for weeding, you must choose a template. See Create an Empty Record Set.

2. Find a weeding record set by name or by type. See Using the Find Tool.

3. Add or delete records from the weeding record set. See Modify a Record Set by Adding or Removing Records.

4. Submit the Weeding Record Set for Review or Approval. To submit a weeding record set for review or approval, you need the Weeding: Submit for approval permission.

5. Approve or Decline a Weeding Record Set. To approve a weeding record set, you need the Weeding: Approve permission. To decline a weeding record set, you need the Weeding: Decline permission.