Interval Settings - 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

The following options are available:

Option

Description

Close After

Closes the folder and does not allow any more records to be filed into the folder. The cutoff action follows a close action. A folder must be closed in order for it to be cutoff. This option can use any available trigger.

Cutoff After

This signals that the specified retention period should begin. This option can use any available trigger.

Retention Period

Specifies the length of time that folder contents should be retained. Allows you to specify a specific number of days, weeks, months, or years to retain records.