Configuring Managed Folders for Institutions - Institutional Databases - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Institutional Databases
Platform
OnBase
Product
Institutional Databases
Release
Foundation 23.1
License

The Records Management module allows you to create managed folders that can be shared among several institutions.

If your solution is configured as a Layer 2 or Layer 3 institutional database, then managed Folder Types allow you to assign the following for each institution:

  • Retention plans

  • Retention plan sets

  • Event sets

  • Hold Sets

On the Records Management tab in Folder Type configuration, the Institution list allows you to select the institution you want to configure. Complete the following steps in Configuration to configure a managed Folder Type that is shared among several institutions:

  1. Select Document | Folder Types. The Folder Type dialog box is displayed.
  2. Select the managed Folder Type that has the Institution # Keyword Type assigned.
  3. Click the Records Management tab.
  4. Select <Default> from the Institution list to configure the default settings.
    Note:

    The Institution list is available only for super users in Layer 2 and Layer 3 institutional databases. The Folder Type must have the Institution # Keyword Type assigned for institutions to be available.

  5. Select a Retention Plan.
  6. (Optional) Select a Retention Plan Set.
  7. Assign an Event Set.
  8. Assign a Hold Set.
  9. Click Save.
  10. Repeat for each institution that will use the Folder Type.

    If an institution should use the <Default> institution settings, select Use Default Institution Settings. All remaining options are automatically set to the default settings.

    Note:

    To configure retention plans, retention plan sets, event sets, and hold sets, see the Records Management module reference guide or help files.