Creating a Scheduled Process Format - Document Retention - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Document Retention

Platform
OnBase
Product
Document Retention
Release
Foundation 23.1
License
Standard
Premier
Essential

You can add a format to the Scheduler from its process queue by selecting the process format and selecting Schedule Format from the right-click menu.

For example:

In the OnBase Client, click Admin | Document Retention | Process. The Document Retention Processor window is displayed.

Select the process format you would like to add to the Scheduler, then right-click and select Schedule Format.

The Schedule Management window is displayed.

A new Process Format is added to the Scheduled Items box. It is automatically selected.

By default, all scheduled Process Formats (e.g., COLD Process Formats, DIP Process Formats, etc.) are displayed in the Scheduled Items box when scheduling a new Process Format. For information on viewing only the Process Formats for the currently-selected process type, see Viewing Scheduled Processes.