A disposition action determines what happens to a document or record when a retention period ends.
The number of phases in a policy determines the disposition action you set. When there is a single phase, you must set a final disposition action, such as permanent or destruction, for all paths in that phase. If an advanced policy contains multiple phases, the location of the path also determines the disposition action you set for that path. For example, when an advanced policy contains three phases, to ensure that a document or record can proceed from phase one to phase two, and so on, you must set at least one path in phase one and two to a disposition action that is not final, such as online transfer or next phase. In addition, because phase three is the last phase, you must set all paths in this phase to final disposition actions.
Retention Policy Designer offers the following actions.
- Accession.An action that transfers physical custody of documents or records to another owner, such as an archival institution. When you select this action, you can choose to delete pages and metadata (final), delete pages and retain metadata (not final), or retain pages and metadata (not final). The option you select determines whether or not accession is a final disposition action.
- Destruction.A final action that deletes documents and records permanently from the Perceptive Content system.
- Next phase. No action is taken on a document or record.
- Offline transfer.An action that exports and transfers documents and records to an offline physical location.
- Online transfer.An action that transfers documents and records to a new OSM set available to the ImageNow Server.
- Permanent.A final action that preserves a document or record indefinitely.