Configuring Managed Folders for Institutions - 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

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.

    For additional configuration information, see Creating Hold Sets, Creating Retention Plans, Creating Retention Plan Sets, and Creating Event Sets.