Viewing Disposition Status - 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

The disposition status of a managed folder can be viewed from the File Cabinets window or from the Records Management Administration window. To view the disposition status:

  1. Right-click on a managed folder and select Display Disposition Status. A Folder Disposition Status dialog box is displayed.

    This dialog box shows the entire retention plan, the stage the folder is currently in, whether the folder is currently on hold, and whether there are any retention plan overrides. It also shows a stage's Effective Date, which is the date that the folder was transitioned to a different status.

  2. Click OK when you are finished viewing the status.