Creating an Event - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management
Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Standard
Essential
Premier

Once an event set is created, events can be configured within the set. To configure events:

  1. In the Retention Event Set Configuration dialog box, select the appropriate event set.
  2. Click Events. The Retention Event Set - Events dialog box is displayed.
  3. Enter the name of the event and click Create. The Event Settings dialog box is displayed.
  4. Enter a description of the event.
  5. Select the appropriate Folder Status. See Folder Status for more information.
    Note:

    Folder Status will override transitions set at the retention plan level.

  6. Select the appropriate Delay Settings. See Delay Settings for more information.
  7. Select the appropriate Event Date Option. See Event Date Options for more information.
  8. If the event should override any retention plan settings, apply the appropriate Retention Plan Overrides. See Retention Plan Overrides for more information.
  9. Click Save.
    CAUTION:

    Once an event set is assigned to a Records Management Folder Type and a folder is created of that type, the settings of its existing events cannot be edited. New events, however, can be added to the event set.