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

Enter the search criteria in any of the available fields:

• Select  and then select:

  • Retention schedule: A retention schedule to search for all file parts to which this schedule is applied.

  • Record status: The current status of the file part.

  • Office/Department: The location or group most responsible for the file part.

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

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

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

Select OK.