Running a Configuration Report - Records Management - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Records-Management/English/Foundation-22.1/Records-Management/Configuration/Configuration-Overview/Running-a-Configuration-Report - 2022-08-18

Records Management

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

You can run a Records Management configuration report from the Configuration module by selecting Report | Records Management.

The report, which is stored in the SYS Configuration Reports Document Type, contains configuration information about the following components:

  • Retention plans

  • Retention plan sets

  • Event sets

  • Hold sets

  • Managed Folder Types

Each Folder Type is followed by its assigned retention plan, event set, hold reasons, and any Document Types that the Folder Type is using for Auto-Foldering.

Note:

Descriptions are limited to the number of characters that the report can fit on one line.