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

Users with sufficient privileges can post events to a folder. Events can trigger actions to take place on a folder.

Note:

In order for events to be processed, at least one Client must be running with the -RIMSERVER switch. Contact your system administrator for more information about posting events.

To post an event:

  1. Open the appropriate file cabinet.
  2. Select the managed folder in the folder tree or Folders pane.
  3. Right-click on the folder and select Post Event. The Post Event dialog box is displayed.
  4. Select the appropriate Event from the drop-down list.
  5. If an Event 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.
  6. Click OK. A message stating The Event was successfully posted. is displayed.
  7. To exit the dialog box, click Close.
    Note:

    If you post an event in the OnBase Web Client, the OnBase Client will not reflect the change until it is refreshed.