Processing Retention Assignments 10-13
■
Other
■
Check in New Revision : This action indicates it is time to take the latest
revision of the affected content items and check a copy of this revision as a new revision. This may be useful to process a content item revision based on
changed historical information, refresh an expired document, or enter a content item into a criteria workflow for disposition processing.
■
Activate : This action indicates it is time to activate record folders or content.
■
Close : This action indicates it is time to close record folders.
■
Cutoff : This action indicates it is time to cut off content or record folders from
further processing. Cutoff refers to changing the status of items to prohibit further processing.
■
Cutoff and Create Volume : This creates a volume folder, content is placed
inside, and the volume is cut off.
■
Expire : This action indicates it is time to expire record folders or content.
■
Obsolete : This action indicates it is time to mark content as obsolete.
■
Mark Related Content : This action marks any content linked to the current
content.
■
No Action : This action indicates there is no action to take currently. This action
usually found mid-disposition. A No Action action acknowledges a disposition milestone has passed, and the next step in the disposition begins
processing.
■
Notify Authors : This action indicates it is time to notify the author of the
affected category that disposition actions are due for the category.
■
Supersede : This action indicatesthat new content will be checked into the
category or folder, superseding the original content item. The superseded item is indicated by a strikethrough on its name.
10.3.2.1 Approving Events
1. Click Records then Approvals from the Top menu. Click Pending Dispositions or
click the link in the notification email. The
Pending Dispositions Page is displayed.
2.
To view information about the disposition action, click the action name. The Disposition Information Page
is displayed. To view what items are included in this
action, click List Disposition Folders and Content from the Actions menu of a disposition action. Individual items affected by the current action can also be
approved using this menu.
3. Click the checkboxes of the actions to approve and click Approve on the Table
menu. The
Disposition Parameter Dialog is displayed.
4. Enter a reason for the action and click OK. To abort the entire action, click Cancel.
5.
The action is approved and is removed from the Pending Dispositions Page
.
10-14 Oracle Fusion Middleware Administrators Guide for Universal Records Management
11
Generating Reports 11-1
11
Generating Reports
Several types of reports are provided with the software. These reports can be used to track user and group usage of the system and provide summary information for
content and items involved with physical content such as invoices, chargebacks, and storage.
In addition, reports can be created as needed about the data that appears on the screen as a search result, content information, and so on. If these kinds of reports are
available, an option appears on the Page menu on the screen, indicating the default reports available for that data.
Customized reports can also be created that are based on existing reports. Creating a customized report requires in-depth knowledge of service calls and queries. That type
of report creation is discussed in the Oracle Fusion Middleware Setup Guide for Universal Records Management. This chapter discusses how to set default report options and how
to produce the default reports provided with the software.
The following topics are discussed in this chapter:
■
Configuring Report Options on page 11-1
■
User and Group Reports on page 11-2
■
Content and Physical Item Reports on page 11-6
11.1 Configuring Report Options
Reports are initially configured through menu options on the Configure Report
Settings Page . During configuration a profile can be specified to be used when creating
or updating a report template, and a profile to be used when creating or updating a report. A report format can also be chosen and if the report or template should be
included when performing searches.
Follow this procedure to configure default options to be used with all reports:
1. Click Records then Configure from the Top menu. Click Reports then Settings.
The Configure Report Settings Page
is displayed
2.
Choose the report template profile from the option list or use the default profile provided.
Note: If barcode labels will be printed, specify PDF for the report
format. Labels will display in HTML output but they can only be printed correctly using the PDF option.
