10-4 Oracle Fusion Middleware Administrators Guide for Universal Records Management
Log in and open your user profile. Select an alternate reviewer from the list. The list includes all users who have been specified as default notification recipients as
discussed in the Oracle Fusion Middleware Setup Guide for Universal Records Management. The selected person will now receive e-mail notifications of pending actions and
events assigned to you.
By default, only the alternate reviewer will receive notifications and not the users. The system can be configured so both the users and the alternate reviewer are notified. To
accomplish this, make sure the config.fg configuration file contains the following line:
RmaNotifyReviewerAndAlternateReviewer=true Restart the content server for this setting to take effect.
10.2 Managing Disposition Tasks
The following tasks are performed when processing disposition actions:
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Screening for Retention Steps on page 10-4
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Viewing Failed Dispositions on page 10-5
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Viewing Pending Reviews and Dispositions on page 10-6
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Marking Content Items as Reviewed on page 10-6
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Editing Review Information on page 10-7
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About Disposition Processing on page 10-8
10.2.1 Screening for Retention Steps
To screen for disposition actions and events, complete the following steps:
1. Click Records then Audit then Retention Steps from the Top menu.
The Retention Step Search Page
is displayed.
2.
Select the criteria for the search from the provided pulldown lists. The options on the lists will vary depending on customizations in place at the site. This list
provides some examples of the type of criteria available:
■
Sources: Select the repository source for the search. Click the Select button to display a list of sources which can be used.
■
Disposition Criteria: Includes criteria specific to dispositions such as a derived triggering event or location type.
Permissions: The Admin.PerformActions or
Admin.PerformPendingReviews right is required to perform this action. The Admin.PerformActions right is assigned by default to the
Records Administrator role. The Admin.PerformPendingReviews right is assigned by default to all roles. A user can also ask your
Records Administrator to specify an alternate reviewer.
Permissions:
The Admin.Audit right is required to perform this action. This right is assigned by default to the Records Administrator
role.
Processing Retention Assignments 10-5
■
Category Criteria: Includes criteria specific to retention categories such as restrictions edits, revisions, deletions and review information review
periods and reviewers.
■
Records Folder Criteria: Includes criteria specific to folders such as cutoff date, profile trigger, and freeze name for freezes applied to the folder.
■
Content Criteria: Includes criteria used for content such as author and content type.
■
Retention Steps Criteria: Includes options for retention actions such as freezing dispositions and action state.
3. Select sorting preferences in the Results Options area.
a. Use the defaults or select another option from the Sort By list.
