Viewing Records Management History - 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

If you have sufficient administrative privileges, you can view all Records Management activity for a managed folder from the Folder History window. The following procedure describes how to view a history of Records Management activity for a managed folder. For general information about the Folder History window, see the Configuration module Help files or the Folders user manual.

Note:

If you are using OnBase Workflow in your Records Management solution, Workflow actions performed on managed folders are logged, but the Records Management history does not indicate that these actions were executed through Workflow. OnBase Workflow requires a separate license and is unavailable if the system is not licensed for it.

To view a folder's Records Management history:

  1. In the OnBase Client, select the managed folder from the File Cabinets window or the Records Management Administration window.
  2. Right-click and select History. The Folder History window is displayed. Records Management history is displayed in the lower pane.

    The Records Management tab displays all Records Management activity for the folder, including the following:

    • Posting of events

    • Placement and removal of holds

    • Keyword-based retention plan updates

    • Administrative actions, such as changing the retention plan and approving final disposition.

    • Transitions to different folder statuses, such as from open to cutoff, or cutoff to closed.

    • The addition or removal of Keyword Types assigned either to managed folders that are not open or to documents residing in managed folders that are not open.

    • The addition or removal of documents in folders that are not open.

    To view all the Records Management activity for a collection of managed folders, you can use the OnBase Transaction Log. See Viewing Records Management Transactions.