Creating Retention Plan Sets - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Records-Management/Foundation-23.1/Records-Management/Configuration/Configuration-Overview/Creating-Retention-Plan-Sets - 2025-01-02

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:locale
en-US

Retention plan sets allow folders of the same Folder Type to be assigned different retention plans. The retention plan assigned to a folder depends on the folder's value for a specific Keyword Type. If this value changes, the retention plan is updated to reflect the new value.

Retention plan sets can be assigned to a managed Folder Type as long as no folders based on that Folder Type exist in OnBase. The retention plan set's settings, retention plans, and event set cannot be changed if a folder based on the assigned Folder Type exists.

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