Disposition Types Triggering Events

Setting Up the Software 3-15 – Global triggers, which occur at a defined time – Custom direct triggers, which use metadata fields as triggering events – Custom indirect triggers, which occur on a regular schedule Custom triggers appear in the Triggering Events list of the Disposition Rules screen. For details about the different trigger types, see Section 11.2.1, Creating or Editing a Trigger and Chapter 14, Defining Disposition Instructions.

3.9.2 Dispositions

Dispositions are predefined actions taken on content, usually for items no longer needed for current business. For details, see Chapter 15, Setting Up Freezes. A disposition is defined using instructions. An instruction usually follows this sequence: When a triggering event occurs, wait a specified rentention period, then perform a specified disposition action. Instructions are created within retention categories. Child folders and content items inherit dispositions from their parent retention category, but a disposition rule can be applied to a specific record folder only. Use the built-in disposition actions or create custom dispositions.

3.9.2.1 Disposition Types

The following types of dispositions are available: ■ An event disposition is used if items are eligible for disposition when an event takes place. The event itself acts as a cutoff or closing occurrence. ■ A time disposition has a fixed retention period and begins with a user-defined file cutoff. The retention period must transpire before the disposition instruction takes action on the content. ■ A time-event disposition is a disposition instruction that begins with a specified triggering event. After the event has transpired, then the record folder or content item is cut off and the retention period is applied.

3.9.2.2 Triggering Events

A disposition instruction is activated when a triggering event occurs. Events can be split into general categories: ■ Those based on a preceding action ■ Those based on a content state ■ Those based on an indirect trigger ■ Those based on a custom trigger Each category has several different events. For example, content states include the Activated triggering event, the Delete Approved triggering event, Superseded triggering event, No Longer Latest Revision triggering event, and so on. For a complete list of triggering actions, see Section 14.4, Triggering Events. 3-16 Oracle Fusion Middleware Setup Guide for Universal Records Management

3.9.2.3 Retention Periods