To assign retention schedule to a digital file
A user with 'Create Records' rights can assign retention schedule to a digital file.
•Right click on a file to open its context menu and then click on Retention Schedule. This will open 'Record Details' dialog. Fill up the following details:
o The name and description of the record
|o||Select the record series from the drop list|
|o||Enter the base date (the date based on which the disposition date should be calculated). Entering this date will automatically calculate the records disposition date.|
|o||If the record is being created for a physical item, optionally enter it’s volume|
|o||Add additional information of the record in the custom fields if set by your records manager. For example: the type of record, its storage location, etc. For more information to learn how to create custom fields, click here.|
|o||Hold Type: You can use a retention hold to retain a file beyond its expiration period and prevent it from being disposed. Example: Legal hold|
|o||Hold Reason: Type any comments that you want to provide about why the record is placed under hold.|
•Click Save button.
•Files tagged for retention schedule can be moved from one location to another but cannot be:
- Check-out for editing
- Duplicated (Copied)
For more information, see Record Retention in desktop client manual.