Creating Schedule Templates - Document Retention - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Document Retention

Document Retention
Foundation 23.1

A schedule template is used to create a processing schedule. These schedules can be used by multiple scheduled processes without having to be re-configured each time they are used.


Any user with the Client and Client Scheduler product rights can create a schedule template. Once created, a schedule template is available to all users with Client and Client Scheduler product rights.

To create a schedule template:

  1. From the OnBase Client, click Processing | Scheduler | Schedule Templates. The Schedule Templates window is displayed.
  2. Enter a name for the new template and click Create.

    The maximum number of characters that can be used for a name is 80.

  3. Configure the appropriate options. See the sub-sections below for more information on using the calendar, Default Daily Schedule, and Selected Day options under the Template Configuration area.
  4. Once all Template Configuration options have been set, click OK.

To edit an existing template, select it from Schedule Templates list and select the Unlock check box. Once you have finished modifying it, click OK.