To modify a disposition action in a simple or advanced
policy that is not activated, complete the following steps.
For more information about actions, refer to "About
actions."
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In Retention Policy Designer, for advanced policies,
perform the following substeps. Simple policies do not have multiple phases, so
if you are using a simple policy, skip this step.
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If your policy contains multiple phases, in the
Phases column, select the phase that contains
the path you want to modify.
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In the Paths column, select the path that
contains the disposition action you want to modify.
Note: When an advanced
policy contains multiple phases, to allow documents, records and reports to
move from phase one to phase two and so on, at least one path in each phase
must be set to a disposition action that is not final, such as online
transfer or next phase. In addition, you must set all paths in the last
phase to a final disposition action.
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To modify the disposition action for documents or records
in the selected path, under Details, on the Action tab,
in the Select the action to perform list,
select a disposition action.
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Click .
You must set a final disposition action, such as destruction
or permanent, for all simple policies.