Add-on module required
You will only have access to the features described in this article if you have purchased the Classification Intelligence add-on module with your Records365 subscription.

Role required
To Train a model you need to be assigned to either the Application Administrator or Records Manager role in Records365.


The training process leverages records in Records365 that already have a business classification to build a model that can, with high confidence, predict a record category (business classification) for new content discovered by Records365.

Currently content in Records365 can be assigned a record category (business classification) in the following ways:

  • Metadata based, through the use of the automated Rules Engine
  • Manual, through the manual assignment of record categories and the Reschedule feature
  • Content based, through the use of the Classification Intelligence add-on

Training record categories

Some areas of a file plan may be better suited to machine learning, and so two or more record categories can be targeted for inclusion in a model through the training process.

For a successful training, the following criteria must be met:

  • At least two record categories must be selected.
  • A record category is eligible for inclusion into a model if it has at least 50 records assigned.
  • At most, the newest 500 documents discovered by Records365 will be used for training.

To build a model with a selected set of record categories, perform the following:

  1. In the left-hand navigation menu, click on the Manage section and select Intelligence.
  2. Click on the Train tab. You will see any record categories that Records365 is currently trained on.
  3. Click on the Train Categories button.
  1. A side panel will appear on the right where you will see the record categories that Records365 is currently trained on.
  2. To add a record category
    5.1 Select a record category from the dropdown OR enter the record category name
    5.2 Click Add Category
  3. To remove a record category
    6.1 Click the grey (x) directly to the right of the record category
    6.2 Note: If you remove record categories that are part of your current model, Records365 will no longer be able to make suggestions for the removed record categories.
  4. Click Save to start training Records365

You will not be able to train Records365 in the following scenarios:

  • an insufficient number of record categories have been selected
  • a training run is currently in progress
  • a training run has already been performed in the last 24hrs