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 - Deleted - Duplicated (Copied) |
For more information, see Record Retention in desktop client manual.