Creating Retention Plan Sets - 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

Retention plan sets allow folders of the same Folder Type to be assigned different retention plans. The retention plan assigned to a folder depends on the folder's value for a specific Keyword Type. If this value changes, the retention plan is updated to reflect the new value.

Retention plan sets can be assigned to a managed Folder Type as long as no folders based on that Folder Type exist in OnBase. The retention plan set's settings, retention plans, and event set cannot be changed if a folder based on the assigned Folder Type exists.

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