To view or map Policy Center retention rules:
-
Enter your user name and password and click Login.
The home page is displayed.Note:
If you have cached mappings, your data is displayed automatically. Otherwise, the message No retention rules have been cached. Click Update to download the latest rules from Policy Center. is displayed.
-
To sort the list of Policy Center retention rules, select Document Type ID or Document Type Name from the Sort By drop-down list:
-
If a drop-down list is displayed, a selection must be made before
continuing.
- If the Retention Source of a Policy Center retention rule is Keyword Type, the retention rule is mapped to the corresponding OnBase Keyword Type.
- If the mapped Keyword Type is not associated with the Document Type in OnBase, a drop-down list of all Date and Date & Time Keyword Types associated with the Document Type is displayed.