In the Triggering Event list, select the custom trigger you created for the In the Disposition Action list, click the Destroy action. Click OK. The rule is displayed in the Disposition Instructions box. Click Add to add another rule. In the Triggering Eve
6. Click Submit Update. The successfully updated dispositions message is
displayed.14.10.5 Disposition Rules for Specific Folders
This example demonstrates creating a disposition instruction that applies different rules to the folders within a category. Disposition Instructions : Close the folder to further filing after a specified event, and then destroy. ■ Folder 1: Event trigger is Program ABC canceled. ■ Folder 2: Event trigger is Program BBC expired. ■ Folder 3: Event trigger is Program CDB rescinded. This example requires creating three record folders F1, F2, F3 and a custom event trigger for each folder. Each folder contains correspondence relevant to a particular program. 1. Navigate to the appropriate category.2. In the row for the retention category, click Edit then Edit Disposition from the
item’s Actions menu. You can also click the Info icon and click Edit then Edit Disposition from the Page menu on the Retention Category Information Page . The Disposition Instructions Page is displayed.3. In the Disposition Instructions area, click Add.
The Disposition Rule Page is displayed. 4. Define the first disposition rule for record folder 1:a. In the Triggering Event list, select the custom trigger you created for the
folder. In this example, it is Program ABC Canceled.b. In the Disposition Action list, click the Destroy action.
c. In the Advanced Options section, select the folder which will have the rule applied. In this example, the record folder is Folder 1.d. Click OK. The rule is displayed in the Disposition Instructions box.
5. Define the second rule for record folder 2:a. Click Add to add another rule.
b. In the Triggering Event list, select the custom trigger you created for the
folder. In this example, it is Program BBC Expired.c. In the Disposition Action list, click the Destroy action.
d. In the Advanced Options section, select the folder which will have the rule applied. In this example, the record folder is Folder 2.e. Click OK. The rule is displayed in the Disposition Instructions box.
6. Define the second rule for record folder 3:a. Click Add to add another rule.
b. In the Triggering Event list, select the custom trigger you created for the
folder. In this example, it is Program CDB Rescinded.c. In the Disposition Action list, click the Destroy action.
14-18 Oracle Fusion Middleware Setup Guide for Universal Records Management d. In the Advanced Options section, select the folder which will have the rule applied. In this example, the folder is Folder 3.e. Click OK. The rule is displayed in the Disposition Instructions box.
Parts
» Oracle Fusion Middleware Online Documentation Library
» About This Guide About This Product
» Regulatory Needs Litigation Needs Business Needs
» Content Retention Qualities Importance of Content Retention
» Internal and External Retained Content Classified, Unclassified, Declassified Content
» Non-Permanent, Transfer or Accession, and Reviewed Content
» Basic Retention Management Concepts
» Physical Content Management Interaction with Oracle UCM
» Basic Retention Processes Oracle Fusion Middleware Online Documentation Library
» Oracle UCM Security Considerations Oracle URM-WNA Redeployment
» Software Configuration Oracle Fusion Middleware Online Documentation Library
» Retention Setup Checklist Oracle Fusion Middleware Online Documentation Library
» Retention Management Options Oracle Fusion Middleware Online Documentation Library
» Supplemental Markings Classification Security Settings
» Security Classifications Classification Guides
» Security Settings Security Roles and Definitions
» Rights for Roles Security Overview
» System-Wide Configuration Setting Up Physical Content Management
» Creating a Series Creating a Retention Category
» Disposition Types Triggering Events
» Triggers Freezes Configuring Content Triggers, Dispositions, and Freezes
» Configuring the System Interface Overview
» Configuring Reports Configuring PCM
» Individual Page and Action Menus Menus
» Retention Management in an Organization
» Roles Oracle Fusion Middleware Online Documentation Library
» Folder Tasks and Defaults for Predefined Roles
» Chargeback Tasks and Defaults for Predefined Roles
» Security Groups Aliases Security Matrix
» Setting Security Preferences Oracle Fusion Middleware Online Documentation Library
» The Series Tab The Category Tab Folder Tab
» Specifying PCM Barcode Values for Users
» Supplemental Markings Details Supplemental Markings
» Classification Levels About Records Classification
» About Custom Security Custom Security
» PCM Options Oracle Fusion Middleware Online Documentation Library
» Workflow Prerequisites and Process
» Configuration with Desktop Integration Suite About Physical Content Management
» Predefined Location Types Creating or Editing a Location Type
» Viewing Location Type Information Deleting a Location Type Reordering Location Types
» Example: Creating a Location Type
» Predefined Object Types Creating or Editing an Object Type Viewing Object Type Information
» Setting Default Metadata Values for Reservation Items and Offsite Storage
» Configuring Chargeback Processing Storage Space Considerations
» Location Type Object Type Media Type Storage Status
» Creating a Storage Location Batch Creating Storage Locations
» Editing a Storage Location Viewing Information about a Storage Location
» Deleting a Storage Location Blocking a Storage Location
» Example: Creating a Single Storage Location Example: Creating a Batch of Storage Locations
» Retention Schedules and File Plans
» Retention Schedule Hierarchy Planning a Retention Schedule
» Attribute Inheritance Review Status Attributes
» Permanent Status Attributes Disposition Instructions Frozen Folder and Content Status
» Retention Schedule Menus Creating and Navigating Object Levels
» About Record Folders Record Folders
» Retention Period Cutoff Preceding Disposition Action Content or Folder States
» Custom Triggers Global Triggers Custom Direct Triggers
» Creating or Editing a Trigger
» Viewing Trigger Information Viewing Trigger References Deleting a Trigger
» Setting Up Indirect Triggers Deleting an Indirect Trigger Date Entry
» Creating or Editing a Custom Time Period Viewing Period Information
» Viewing Period References Deleting a Custom Period
» Example: Creating a Custom Period
» Creating or Editing Custom Metadata Fields Viewing Custom Metadata Field Information
» About Custom Metadata Example: Creating a Custom Category Metadata Field
» Event Dispositions Time Dispositions
» About Dispositions Category Rule Review Using Workflows
» Preceding Actions Triggering Event Content State Triggering Event
» Classified Records Actions Dispose Actions
» Other Actions Disposition Actions
» Retention Periods Disposition Precedence
» Enabling or Disabling User-Friendly Captions Creating or Editing a Disposition Rule
» Copying a Disposition Rule Viewing Disposition Information Deleting a Disposition Rule
» Event Disposition Simple TimeEvent Disposition Time Disposition
» Architecture Oracle URM and the UCM Adapter
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