Modifying a Folder Purge/Deletion Scheduled Process - 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

Once a scheduled process has been created, it can be modified as needed.

To modify an existing scheduled process:

  1. Open the Schedule Management window in one of the following ways:
    • Right-click in the Folder Maintenance window and select Schedule Purge.

    • Right-click in the Folder Maintenance window and select Schedule Delete Orphans.

    • From the OnBase Client, click Processing | Scheduler | Schedule Management.

    Note:

    Users without the Utilities product right will not be able to view folder purge/deletion scheduled processes from the Schedule Management window.

  2. Select the process to be modified from the Scheduled Items box.
    Tip:

    If you accessed the Processing Scheduling window from the Folder Maintenance window, a new scheduled process was automatically created. If you have no plans to create a new scheduled process, it should be removed.

  3. Modify the settings on the Schedule Configuration and Purge Options or Delete Orphans Options tabs as needed.
    For more information on the options on these tabs, see the Schedule Configuration, Purge Options, and Delete Orphans Options sections above.
  4. Once you have finished modifying the scheduled process, click Apply.