Example: Creating a Custom Period

12-4 Oracle Fusion Middleware Setup Guide for Universal Records Management

4. When done, click OK.

12.2.4 Deleting a Custom Period

Built-in periods cannot be deleted. Before deleting a period, make sure the period is not referenced by a retention period within a disposition rule for a category, or by a review period for an item, record folder, or retention category.

1. Click Records then Configure from the Top menu. Click Retention then Periods.

The Configure Periods Page is displayed.

2. Click Delete Period from a period’s Action menu.

A message is displayed saying the period was deleted successfully.

3. Click OK.

12.2.5 Example: Creating a Custom Period

This example demonstrates creating a custom period with the following characteristics: ■ The custom period name is School Year 2010-2011. ■ The custom start time is September 7th, 2010, and the start time is 9:00 am. The system automatically calculates and tracks the end of the period. ■ The length of the period is nine months. ■ The end of the period label is End of School Year 2011. To create a custom school period, complete the following steps:

1. Click Records then Configure from the Top menu. Click Retention then Periods.

The Configure Periods Page is displayed.

2. In the Period Name area, click Add. The

Create or Edit Period Page is displayed.

3. In the Period Name box, enter School Year 2010-2011.

4. By default, the Custom option is already selected in the Period Type list. Leave the

Custom option selected. 5. Click the calendar icon and select a custom start date: September 7, 2010. The date and default time display in the Custom Start Time box. The time defaults to 12 am midnight on this page, so to edit the time, you must do so directly in the Custom Start Time text box. Change 12 to a 9. Make sure you specify the date according to the format used by your system locale. Permissions: The Admin.RecordManager right is required to perform this action. It is assigned by default to Records Administrator role. Permissions: The Admin.RecordManager right is required to perform the tasks in this example. This right is assigned by default to the Records Administrator role. Configuring Time Periods 12-5

6. In the Length box, enter the length of the custom period in the text box, which is 9

and select the Months option from the list. 7. In the Label for end of period box, enter End of School Year 2010-2011. 8. Click Create. A message is displayed saying the period was created successfully.

9. Click OK.

12-6 Oracle Fusion Middleware Setup Guide for Universal Records Management 13 Creating Custom Metadata 13-1 13 Creating Custom Metadata If an organization has unique needs for metadata fields for retention categories or record folders, the system software can be customized to include the fields. This chapter covers the following topics: Tasks ■ Creating or Editing Custom Metadata Fields on page 13-2 ■ Viewing Custom Metadata Field Information on page 13-2 ■ Deleting a Custom Metadata Field on page 13-3 Examples ■ Example: Creating a Custom Category Metadata Field on page 13-3

13.1 About Custom Metadata