Physical Record Management Configuration Overview - Physical Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Physical Records Management
Platform
OnBase
Product
Physical Records Management
Release
Foundation 24.1
License

In order to appropriately configure your system for the Physical Records Management module, the following steps must be completed for each repository you require:

  1. Define your locations.
  2. Create your repository and configure your repository.
  3. Create a Document Type for your physical records.
    Note:

    Users can transfer custody of checked out physical records to any other OnBase users, regardless of Document Type User Group privileges.