Record Category v Record Policy

Record Categories and Record Policies serve complementary roles within the records management framework.

A Record Category provides users with a clear definition and description of how related Record Policies apply, while a Record Policy directs the system on the proper implementation of its associated Record Category. Records Managers are responsible for overseeing Record Categories, whereas Application Administrators manage Record Policies. Application Administrators can create and configure Record Policies through the Administration menu, while Records Managers access and manage Record Categories via a dedicated link in their left-hand navigation panel.