To set a disposition action in a simple or advanced policy that is not activated, complete the following steps.
When an advanced policy contains multiple phases,
to allow items 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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In Retention Policy Designer,
perform one of the following procedures depending on your policy
type.
Layout Design Steps Simple policy - Click the Action tab.
Advanced policy with a single phase and multiple paths - In the Paths column, select the path.
- Click the Action tab.
Advanced policy with multiple phases - In the Phases column, select the phase.
- In the Paths column, select the path.
- Click the Action tab.
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For any policy type, to set the disposition action for
items in the selected path, on the Action tab,
perform one of the following actions.
Situation Steps To accession items - In the Select the action to perform list, click Accession.
- In the Select a removal method for documents after accession list, select the desired removal method.
- To select the accession location, in the Select the physical location list, select a physical location.
To destroy items - In the Select the action to perform list, click Destruction.
To move items - In the Select the action to perform list, click Next phase.
To export and transfer items to an offline location - In the Select the action to perform list, click Offline transfer.
- In the Select the physical location list, select a physical location.
To transfer items to a new Object Storage Manager (OSM) set available to the server - In the Select the action to perform list, click Online transfer.
- In the Select an OSM set list, select an OSM list.
To permanently retain items - Click Permanent.
- Click .
You must set a final disposition action, such as destruction
or permanent, for all simple policies.