Creating a Scheduled Process Format - 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

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

For example:

In the OnBase Client, click Admin | Physical Records | Physical Record Import. The Physical Record Import 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.