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.
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:
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Click the Records Management tab. This tab is available for managed folders only.
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Review the folder's Records Management history.
The Records Management tab displays all Records Management activity for the folder, including the following:
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Posting of events
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Placement and removal of holds
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Keyword-based retention plan updates
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Administrative actions, such as changing the retention plan and approving final disposition.
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Transitions to different folder statuses, such as from open to cutoff, or cutoff to closed.
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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.
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The addition or removal of documents in folders that are not open.
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