When OnBase is upgraded to version Foundation 22.1 from a pre-11.0.0 OnBase release, Records Management configuration is modified to accommodate new options. During the upgrade, all users assigned the Administer Records Management privilege are also assigned the new Approve Folders for Final Disposition privilege. The ability to approve folders for final disposition was previously included with the Administer Records Management privilege. A second privilege was created to allow for remote approval by users in the OnBase Unity Client.
Also during the upgrade, all existing hold reasons for a Folder Type are migrated to a retention hold set, which then is assigned to the Folder Type. For example, if Folder Type A is assigned Hold Reason 1 and Hold Reason 2, and Folder Type B is assigned Hold Reason 3, then the upgrade creates two hold sets: one containing Hold Reason 1 and Hold Reason 2, and another set containing only Hold Reason 3. The first hold set is assigned to Folder Type A, and the second hold set is assigned to Folder Type B.