Declaring the record

Once the item has been filed and all mandatory metadata has been specified for it, it is possible to declare it as a record. Not until the mandatory metadata has been completed does the Declare action become an option:

To declare the record, we select the Declare as Record action on the item. Immediately after declaring the item, the Undeclared Record indicator on the record is removed, and a new action appears in the list: Undeclare Record.