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:
-
In the OnBase Client, select Admin | Records Management | Create Reports. The Records Management Reports dialog box is displayed.
Tip:Reports can also be generated from the Records Management Administration window for all folders displayed. To run a report, right-click anywhere on the list and select Create Report.