Changing a Retention Plan - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Standard
Premier
Essential

In some instances, you may want to change the retention plan assigned to a Folder Type that already has folders created. When you change a folder's retention plan, the action is logged to the folder's history.

Note:

When changing a retention plan, retention will be based on the current date, not an event date. For example, you change a Folder Type retention plan from a five-year retention plan to a one-year retention plan on April 11, 2015. Folders that are closed or cutoff are no longer basing retention on original the event date, but rather April 11, 2015.

To change a retention plan for a Folder Type with existing folders:

  1. In the Records Management tab of the Folder Type configuration screen, click Change Retention Plan. The Change Retention Plan dialog box is displayed.
  2. Select the appropriate Retention Plan from the drop-down list.
    If you need to create a new retention plan, click Retention Plans to access the Retention Plan Configuration dialog box.
  3. Select the appropriate Retention Plan Set from the drop-down list. Retention plan sets are available only if they are based on a Keyword Type assigned to the Folder Type.
    If you need to create a new retention plan set, click Retention Plan Sets to access the Retention Plan Set Configuration dialog box.
  4. To update folders that are currently in the Final Disposition status, select the Update Folders in Final Disposition option.
  5. To transition folders that are currently Awaiting Approval to the Final Disposition status, select the Automatically Transition Folders Awaiting Approval to Final Disposition option.
  6. To require that folders transition to the Final Disposition status are approved, select the Require Approval for Folders Transitioned to Final Disposition option. This option is unavailable if the selected retention plan requires approval and a Retention Plan Set is not selected.
  7. Click Apply.