Triggers for Closing and Cutoff - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

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

From the first radio button, you can specify a set number of days, weeks, months, or years.

From the second radio button, you can specify a certain moment in time (End of Month, End of Quarter, End of Half, End of Year, End of Fiscal Quarter, End of Fiscal Half, End of Fiscal Year).

Note:

If you are using a fiscal year setting, the fiscal year must be configured. See Configuring the Fiscal Year for more information.

Event

Description

End of Month

Action is initiated at the end of the current month.

End of Quarter

Action is initiated at the end of the calendar quarter.

End of Half

Action is initiated at the end of the calendar half.

End of Year

Action is initiated at the end of the calendar year.

End of Fiscal Quarter

Action is initiated at the end of the quarter of the configured fiscal year.

End of Fiscal Half

Action is initiated at the end of the half of the configured fiscal year.

End of Fiscal Year

Action is initiated at the end of the configured fiscal year.

From the third radio button, you can select an event to trigger closing the folder.