Type DeptSKU in the Name box. In the Type list, click Integer. In the Caption box, type Department SKU. Click the Enabled box. Click the Searchable box.

Creating Custom Metadata 13-3

1. Click Records then Configure from the Top menu. Click Metadata then Metadata

Sets . The Metadata List Page is displayed.

2. Click Fields Information from the Action menu of the metadata set to view.

The Fields for Metadata Page is displayed showing the specific fields created for that metadata set.

13.2.3 Deleting a Custom Metadata Field

To delete a custom metadata field, complete the following steps:

1. Click Records then Configure from the Top menu. Click Metadata then Metadata

Sets . The Metadata List Page is displayed.

2. Click Update Fields from the set’s individual Action menu on the

Metadata List Page . The Create or Edit Auxiliary Metadata Set Page is displayed.

3. Select the field name in the Field List and click the Delete button an X.

4. Click Apply after deleting the fields.

13.3 Example: Creating a Custom Category Metadata Field

This example creates a custom retention category metadata field that is an optional text box in which you enter an integer value for a SKU Stock Keeping Unit. To create a custom retention category metadata field, complete the following steps:

1. Click Records then Configure from the Top menu. Click Metadata then Metadata

Sets . The Metadata List Page is displayed.

2. Click Update Fields in the Action menu for Retention Categories. The

Create or Edit Standard Metadata Field Page is displayed. 3. Complete the metadata fields as follows:

a. Type DeptSKU in the Name box.

b. In the Type list, click Integer.

c. In the Caption box, type Department SKU.

d. Click the Enabled box.

Permissions: The Admin.RecordManager right or PCM.Admin.Manager right when using PCM is required to perform this action. This right is assigned by default to the Records Administrator and the PCM Administrator roles. The user must also have administrative permissions. Permissions: The Admin.RecordManager right is required to perform this action. This right is assigned by default to the Records Administrator role. 13-4 Oracle Fusion Middleware Setup Guide for Universal Records Management

e. Click the Searchable box.

4. Click the Add button the plus symbol.

5. Click Apply. To view the new field, browse content, and click Create Retention

Category from the Actions menu. The new custom metadata field is displayed. The field Department SKU is added to the Create Retention Category page. 14 Defining Disposition Instructions 14-1 14 Defining Disposition Instructions Dispositions are the actions taken on content, usually for items no longer required for conducting current business. Disposition actions for content includes the removal of content not needed for legal reasons or for content that has outlasted its usefulness. Disposition actions can include activities such as transfer to storage facilities or Federal records centers, transfer of permanent content to the National Archives and Records Administration NARA, the disposal of temporary content, the replacement of content with updated information, and the adjustment of classifications. Disposition is the last stage of three stages creationreceipt, use and maintenance, disposition in content life cycle. This chapter discusses setting up and administering disposition scheduling. It covers the following topics: Concepts ■ About Dispositions on page 14-2 ■ Disposition Types on page 14-2 ■ Category Rule Review Using Workflows on page 14-4 ■ Triggering Events on page 14-4 ■ Retention Periods on page 14-6 ■ Disposition Actions on page 14-6 ■ Cutoff Guidelines on page 14-8 ■ Disposition Precedence on page 14-9 Tasks ■ Enabling or Disabling User-Friendly Captions on page 14-10 ■ Creating or Editing a Disposition Rule on page 14-10 ■ Viewing Disposition Information on page 14-13 ■ Deleting a Disposition Rule on page 14-13 Examples ■ Simple TimeEvent Disposition on page 14-15 ■ Event Disposition on page 14-14 ■ Time Disposition on page 14-15 ■ Time-Event Disposition on page 14-16 14-2 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ Disposition Rules for Specific Folders on page 14-17 ■ Multi-Phased Disposition on page 14-18

14.1 About Dispositions