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

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

Documents within the same Document Type may require different retention schedules depending on the decisions made on the documents. For example, application documents may require different retention schedules based on the applications being "accepted" (keep for five years) or "rejected" (keep for six months).

Events can be configured to override the retention plan interval. Cutoff events can be configured to override the final disposition status as well. The following steps describe how to configure overrides for an event using the Event Settings dialog box. Override options are available in the Retention Plan Overrides section.

  1. Select Event Interval Overrides Retention Plan Interval to override the existing retention plan's interval, or retention period.
  2. Select Event Dictates Final Disposition Status to override the existing retention plan's final disposition. This option is available for Cutoff events only.
  3. Under Interval, select one of the available options:

    • The first option allows you to specify the number of days, weeks, months, or years in the interval. This option is available for all types of events, and it is the only option available for cutoff events.

    • The second option, which is available for open and closed events only, allows you to select whether the interval extends to the end of the month, quarter, half year, year, fiscal quarter, fiscal half, or fiscal year.

      Note:

      If you are using a fiscal year setting, the fiscal year must be configured. See Configuring the Fiscal Year for more information.

    • The third option, Event, is available for open and closed events only. It allows the interval to be determined by the posting of an event.

    For more information about interval settings, see Triggers for Closing and Cutoff.

  4. If you selected Event Dictates Final Disposition Status, then choose the Final Disposition. For information about available options, see Final Disposition Settings.