Click OK. Click Add. The In the Triggering Event list, click Preceding Action. In the Retention Period fields, enter 3 and click Calendar Years. In the Disposition Action list, click Destroy. Click OK. Click Submit Update. The successfully updated disposi

Setting up Triggers 11-11

1. Click Browse Content then Retention Schedules. The Exploring Series Retention

Schedule Page is displayed.

2. Click Create then click Create Retention Category on the Page menu.

The Create or Edit Retention Category Page is displayed.

3. Enter EE-RC-1 in the Retention Category Identifier box.

4. Enter Employees in the Retention Category Name box.

5. Enter a description in the Retention Category Description box. For this example,

type Employee Retention Category. 6. Required for U.S. Government Agencies Enter the code of the authority for the disposition in the Disposition Authority box. For this example, type EE-RC-1.

7. Click Create. The

Disposition Instructions Page is displayed. 8. Create the first rule:

a. Click Add. The

Disposition Rule Page is displayed.

b. In the Triggering Event list select the new custom direct trigger called EE

Term Date.

c. In the Disposition Action list, click Cutoff.

d. Click OK.

9. Create the second rule:

a. Click Add. The

Disposition Rule Page is displayed.

b. In the Triggering Event list, click Preceding Action.

c. In the Retention Period fields, enter 3 and click Calendar Years.

d. In the Disposition Action list, click Destroy.

e. Click OK.

f. Click Submit Update. The successfully updated disposition message is

displayed with a summary of the disposition.

10. Click OK.

11.3.2.4 Verifying the Custom Direct Trigger

To test the trigger enter an expiration date for a test employee content item in the Info Update Form, accessed from the Update option in the Actions list of the content information page. The content item begins disposition processing on the cutoff date. If you check the life cycle for the content item, you can see the dates are already set for the processing. 11-12 Oracle Fusion Middleware Setup Guide for Universal Records Management 12 Configuring Time Periods 12-1 12 Configuring Time Periods Periods define a length of time. They are associated with retention periods for dispositions and with review periods for cycling subject-to-review content. This chapter covers the following topics: Concepts ■ Using Time Periods on page 12-1 Tasks ■ Creating or Editing a Custom Time Period on page 12-2 ■ Viewing Period Information on page 12-3 ■ Deleting a Custom Period on page 12-4 Example ■ Example: Creating a Custom Period on page 12-4

12.1 Using Time Periods

Three types of time periods are used in retention: ■ Custom : A custom period has a defined start date and time usually not corresponding to a fiscal or calendar year period. ■ Fiscal : A fiscal period corresponds to a fiscal year. ■ Calendar : A calendar period corresponds to the calendar year. Built-in periods cannot be edited or deleted. A user can edit any periods that are created, and created periods can be deleted if the period is not in use. To work with periods, the following rights are required: ■ Admin.Triggers : This right enables a user to view information about periods. ■ Admin.RecordManager : In addition to viewing information about periods, this right also enables a user to create add, edit, and delete periods. The following calendar periods are predefined: ■ Calendar Quarters wwRmaCalendarQuarter ■ Calendar Years wwRmaCalendarYear ■ Months wwRmaMonth ■ Fiscal Quarters wwRmaFiscalQuarter 12-2 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ Fiscal Halves wwRmaFiscalHalves ■ Fiscal Years wwRmaFiscalYear Weeks wwRmaWeekEnd are defined as a built-in custom period.

12.2 Managing Time Periods