Posting Events - 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

When an event is posted, it can trigger actions to take place on a folder. In some instances, an event may override the projected retention plan displayed in the Folder Disposition Status dialog box.

Note:

In order for events to be processed, at least one Client must be running with the -RIMSERVER switch.

To post an event:

  1. In the File Cabinets window or Records Management Administration window, right-click on the appropriate folder(s) and select Post an Event. The Post an Event dialog box is displayed.
  2. Select the appropriate event from the Event drop-down list.
  3. If a date is available, set the date for the event. Event dates, which can be used to backdate events that happened in the past, are available only for specific events. Contact your system administrator if you have questions about assigning a date to an event.
  4. Click OK.
    Note:

    If you post an event in the OnBase Client, the OnBase Unity Client and Web Client will not reflect the change until they are refreshed.