Approving Folders for Destruction or Purging - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management

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

If you have sufficient privileges, you can approve folders that are awaiting approval for destruction or purging.

  1. Select the appropriate managed folder(s) from the folder tree or the Records Management Administration layout. Folders awaiting approval display the following icon:
    Tip:

    To select and approve multiple folders at once, display them in the Child Folders pane by selecting their parent folder. Expand the Child Folders pane, if necessary.

    Folders on hold cannot be transitioned until the hold is removed.

  2. Right-click and select Transition to Final Disposition.
  3. Confirm the destruction or purge by clicking Yes. A confirmation is displayed.