1. On the Search menu, point to Eligibility and select Records for Vital Review.

  2. Enter your search criteria in any of the available fields:

    • Period: Specify the vital record review cycle set on the file part.

    • Review date: Specify a date. Only file parts that are eligible for review by this date are found.

    • Retention schedule: Select the  icon and then select a retention schedule to search for all file parts to which this schedule is applied.

    • Record status: Select the  icon and then select the current status of the file part.

    • Office/Department: Select the  icon and then select the location or group most responsible for the file part.

    • Media type: Select the  icon and then select the media type of the file part, such as a jacket, insert, document, and so on.

  3. Select OK.