Transferring Custody - Physical Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Physical Records Management
Platform
OnBase
Product
Physical Records Management
Release
Foundation 23.1
License

When a record is checked out, it can be transferred to another user within OnBase. When it is transferred, the new user is noted as the Person in Possession.

To transfer a checked out record to another user:

  1. Open the checked out record in OnBase.
  2. Click Transfer. The Transfer Custody dialog box is displayed.
  3. Depending on your configuration, you may be able to enter the appropriate value in the Number of Days field. If you cannot enter a value the new user is granted the remaining amount of time that was allotted to the original user that possessed the record.
  4. Enter the Reason for Request.
  5. Select the appropriate user to which you want to transfer the record from the Transferee Name drop-down list.
  6. Select the Delivery Location from the drop-down list.
  7. Click Transfer.