Approving Folders for Destruction or Purging - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Records-Management/Foundation-24.1/Records-Management/Usage/Usage-Client-Module/Records-Management-Administration/Approving-Folders-for-Destruction-or-Purging - 2025-01-02

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

In some cases, folders will need approval for destruction or purging. To approve a folder:

  1. In the OnBase Client, select Admin | Records Management | Administration. The Records Management Administration window is displayed.
  2. Select Awaiting Approval from the drop-down list.
  3. Select the appropriate folder(s). Folders on hold cannot be transitioned until the hold is removed.
  4. Right-click and select Transition to Final Disposition.
  5. Confirm the destruction or purge by clicking Yes.
    The Transitioning Folders window is displayed, indicating the progress of the destruction or purge.