Records Management Tab - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 24.1
License
Premier
Standard
Essential

The tab is hidden if any of the following conditions are met:

  • The database isn't licensed for Records Management.

  • The user lacks Records Management configuration rights and is not a system administrator.

The tab is available for Records Management Folder Types only.

The Change Retention Plan button is unavailable for institutional databases for large enterprises or if there are no folders based on the current Folder Type.