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

Records Management

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

Users can perform Records Management administration tasks from the Records Management Administration layout, which displays information for each managed folder. To access the Records Management Administration layout, click the File menu button and select Administration | Records Management Administration.

The following table describes the Records Management Administration layout.

Element

Description

Status drop-down

Select a status to display folders in a specific disposition. Use this filter to manage all folders belonging to a particular status at one time. The following Status options are available:

  • Open

  • Closed

  • Cutoff

  • Awaiting Approval

  • Destroyed

  • Permanent

  • On Hold

Folder Type drop-down

Select a Folder Type to display only folders of that Folder Type.

Note:

Either a Status or a Folder Type must be selected for folders to be listed in Records Management Administration.

Folder

Displays the name of the folder.

Status

Displays the folder's status and whether it is on hold.

Type

Displays the folder's Folder Type.

Transitioned

Displays the date that the folder entered its current status. For folders that have had only a status of Open, this is the creation date.

Effective Date

Displays the date that the folder is scheduled to transition to the next status. If the next status is determined by an event, no date is displayed.

Previous Event

Displays the event that transitioned the folder to its current status, if applicable.

Previous Status

Displays the folder's last status, if applicable.

Retention Plan

Displays the name of the retention plan that the folder is following.