Records Management reports allow administrators to view information about all managed folders that have a specific status. These reports are generated and archived to the SYS Records Management Document Type in OnBase. They contain the following information:
Element |
Description |
---|---|
Folder |
Displays the name of the folder. |
Type |
Displays the folder's Folder Type. |
Transitioned |
Displays the date that the folder entered its current status. For folders that have only had a status of Open, this is the creation date. |
Effective Date |
Displays the date that the folder is scheduled to transition to the next status. If the next status is determined by an event, no date is displayed. |
Previous Event |
Displays the event that transitioned the folder to its current status, if applicable. |
Previous Status |
Displays the folder's last status, if applicable. |
Retention Plan |
Displays the name of the retention plan that the folder is following. |
If any folders are on hold, the following information is displayed for each hold:
Element |
Description |
---|---|
Hold |
Displays the type of hold. |
Hold Placed By |
Displays the user who placed the hold. |
Hold Placed |
Displays the date the hold was placed. |
Reason |
Displays the reason for the hold. |
To run a report for one or more statuses, do the following: