Viewing the Disposition Status - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Essential
Standard
Premier

You can view a folder's disposition status from the Folders window in the Web Client or from a document residing in a managed folder. The disposition status displays both the folder's Records Management status and the Effective Date, which is the date that the folder was transitioned to a different status.

  1. From the Web Client's context drop-down list, select Folders. The Folders window is displayed.
  2. Select the managed folder in the folder tree or Folders pane.
  3. Right-click on the folder and select Display Disposition Status. The Disposition Status dialog box is displayed. This dialog box provides information about the folder's disposition, including its current status and whether it is on hold. The current status is highlighted.
  4. Click Close when you are finished viewing the status.