Posting Events on Folders - 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

Users with sufficient privileges can post events to a folder. Events can trigger actions to take place on a folder, changing the folder's status. Events cannot be posted on permanent records, destroyed folders, or folders on hold.

Note:

In order for events to be processed, at least one OnBase Client must be running with the -RIMSERVER command line switch. Contact your system administrator for more information about posting events.

To post an event:

  1. Select the appropriate managed folder from the folder tree or the Records Management Administration layout.
  2. Do one of the following:
    • Right-click on the folder and select Post Event.

    • On the Folder tab, click Post Event.

  3. The Post Event dialog box is displayed.
  4. Select the appropriate Event from the drop-down.
  5. If an Event Date is available, set the date for the event. Event dates, which allow you to backdate events that happened in the past, are available only for specific events. Contact your system administrator if you have questions about assigning a date to an event.
  6. Click OK. The message Event submitted for processing is displayed.
    Note:

    If you post an event that changes a folder's status, the folder's status is not updated until the event is processed.