Viewing Records Management Transactions - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential

Viewing Records Management Transactions - 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

If you have sufficient administrative privileges, the Records Management Transaction Log lets you view and generate reports on Records Management activity, such as the posting of events, placement and removal of holds, and transitions to different statuses. For auditing purposes, the Records Management Transaction Log cannot be purged.

Note:

The following procedure describes how to create a Transaction Log report for Records Management activity. For general information about the Transaction Log, see the Configuration module Help files.

From the OnBase Client, select Admin | Transaction Log | Create Report. The Transaction Log Reports dialog box is displayed.

Select Records Management from the Transaction Log drop-down list.

The Actions select list displays the types of actions that are reported. These actions are described in the following table:

Action	Description
Administrative	Displays administrative actions, such as approving a folder for final disposition. Also displays retention plan changes performed in OnBase Configuration.
Errors	Previously, this action displayed insufficient TimeStamp license errors if you were using Integration for PFU TimeStamp. The Integration for PFU TimeStamp has been deprecated. The Error action is only available for legacy purposes.
Events	Displays the posting of events.
Folder Contents Changes	Displays addition or removal of document in managed folders that are not open.
Folder Transitions	Displays transitions to different statuses. Folder deletion is included in this category.
Holds	Displays the placement and removal of holds.
Keyword Events	Displays Keyword-based retention plan updates. When a folder's retention plan is updated due to a change to the folder's Keyword values, a Keyword retention plan update event is logged.
Keyword Type Changes	Displays the addition and removal of Keyword Types on Folder Types that have folders in non-open states and on Document Types that have documents residing in non-open folders. These Keyword Type changes take place in the OnBase Configuration module.

To view a detailed list of actions to include in the report, select the Show Details option located below the list of actions.
Select the actions to include in the report. You can select multiple actions by pressing Ctrl as you select each action.
From the Search By section on the right, provide parameters to limit which transactions are reported. You can limit reported transactions by user, user group, and date range.
Select how the transactions should be ordered.
- No Order generates the report in no specific order, which preserves database resources.
- Action orders transactions by the type of action performed.
- User orders transactions by the user who performed the action.
- Date orders transactions by the date the action was performed.
Do one of the following:
- Click Create Report to create and store the Transaction Log report in OnBase. The report is displayed on your screen and stored in the SYS Transaction Logs Document Type.
- Click View to only view the Records Management Transaction Log. The Transaction Log window displays Records Management transactions satisfying your criteria.