Events can be configured to override the retention plan's settings. If the most recent event was configured to override the retention plan, then the following messages may be displayed above the Disposition section in the Folder Disposition Status dialog box:
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Event overrides retention plan's instruction for current status.
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Event overrides retention plan final disposition.
The folder's disposition status reflects the override only while the folder is in the status set by the overriding event. Once the folder transitions to the next status, the override instruction is replaced with the retention plan's instruction.
This behavior may confuse users in some situations. For example, suppose the retention plan is configured to destroy the folder 7 days after cutoff, but the folder is transitioned to Cutoff by an event with an override that instructs OnBase to destroy the folder after 3 days. In this case, the instruction for the Cutoff status will display the override instruction (Destroy after 3 days) while the folder is in the Cutoff status set by the event. After the folder transitions to Awaiting Approval or its final disposition, the Cutoff instruction reverts back to the instruction configured for the retention plan (Destroy after 7 days).
To determine the life cycle of a managed folder, view the folder's Records Management history.