Searching by Cutoff or Cutoff Eligibility

A search can be performed to return record folders or records that have already been cutoff, have a certain type of cutoff, or specific cutoff instructions. A search can also be performed by the cutoff eligibility date for a record folder, which will return all record folders currently eligible for cutoff as of a specified date. Or, search by cutoff using advanced search syntax.

There are three types of cutoff searches:

Note: The Cutoff search type will return record folders as well as records, even if the folder itself does not match your search. This allows you to quickly process all eligible records within a record folder. Similarly, Cutoff Instruction and Cutoff Instruction Type searches will return record series

Tip: In the Cutoff search type, you can set the Due for Cutoff Before option to "today" to search for all record folders and records that are currently ready for cutoff. Essentially, this will return a "report" of all records that require action.

Searching by Cutoff

  1. Open the Search Pane by clicking the Search button from the toolbar.
  2. From the Records Management Search drop-down menu, select Cutoff.
  3. Do one of the following:
    • To find all record folders or records that have already been cutoff, select Already cutoff.
    • To find all record folders eligible for cutoff before a specific date, select Due for cutoff before. Under Date, enter the cutoff eligibility date to search for. To select a date with a calendar, click the calendar button. This search does not return record folders that have already been cutoff.
  4. Click Search at the bottom of the Search Pane.
  1. Open the Search Pane by clicking the Search tab.
  2. Click Records Management from the Select a search type drop-down menu. Select the checkbox next to Cutoff under Show.
  3. Select Already cutoff to search for entries that have already been cutoff.
  4. Select Due for cutoff before and enter a date to search for entries due for cutoff before a certain date.
  5. Click Search at the bottom of the Search Pane.

Searching by Cutoff Instruction

  1. Open the Search Pane by clicking the Search button from the toolbar.
  2. From the Records Management Search drop-down menu, select Cutoff Instruction.
  3. Under the Find entries with the following cutoff instruction(s) option, choose from the list of cutoff instructions defined for your repository. You can also choose (None) to search for records that have not been assigned a cutoff instruction. Press the CTRL key to select multiple cutoff instructions.
  4. Click Search at the bottom of the Search Pane.
  1. Open the Search Pane by clicking the Search tab.
  2. Click Records Management from the Select a search type drop-down menu. Select the checkbox next to Cutoff Instruction under Show.
  3. Under the Find entries with the following cutoff instruction(s) option, choose from the list of cutoff instructions defined for your repository. You can also choose (None) to search for records that have not been assigned a cutoff instruction. Press the CTRL key to select multiple cutoff instructions.
  4. Click Search at the bottom of the Search Pane.

Searching by Cutoff Instruction Type

  1. Open the Search Pane by clicking the Search button from the toolbar.
  2. From the Records Management Search drop-down menu, select Cutoff Instruction Type.
  3. Select the cutoff type(s) you want to search for.
  4. Click Search at the bottom of the Search Pane.
  1. Open the Search Pane by clicking the Search tab.
  2. Click Records Management from the Select a search type drop-down menu. Select the checkbox next to Cutoff Instruction Type under Show, and click OK.
  3. Select the cutoff type(s) you want to search for.
  4. Click Search at the bottom of the Search Pane.