Attribute Inheritance Review Status Attributes

10-6 Oracle Fusion Middleware Setup Guide for Universal Records Management Figure 10–3 Sample Retention Schedule Hierarchy While it is possible to file content into multiple locations in the retention schedule, this is not recommended due to the complexity of processing multiple disposition schedules. For best performance results, content should be filed into a single folder or category. When multiple disposition schedules are attached to an item, the item is processed by the disposition with the longest retention period.

10.1.2.2 Attribute Inheritance

Some of the attributes of retention schedule objects are inherited from parent objects. In certain cases, the attributes can be overridden at a lower level. Some security settings are inherited and overridden as well, which is explained in Chapter 5, Setting Up Security .

10.1.2.3 Review Status Attributes

Review status, which includes the review period and reviewer, can be set at the retention category level, record folder level and the item level. The lowest level the item level takes precedence if all information is of equal duration and is set at the category, folder, and item levels. Setting Up a Retention Schedule 10-7 In the case of review periods with differing lengths between a parent and child objects, the shortest review period takes precedence for a child folder and is indicated in the relevant content information pages. The longer review period is ignored. However, if the shorter review period is removed or changed, the longer review period reigns again in cycling reviews for content. For example, a subject-to-review category has a review period of two calendar quarters. A child folder within the subject-to-review category has a review period set as four calendar quarters. Because the category higher in the hierarchy the ’parent’ has a shorter review period, the child folder ignores its own longer review period setting. In essence, the folder has a review period override in effect. If the review status is not set at the record folder level for a record folder in a subject-to-review category, the folder always inherits review status from the category. At the content level, a content can inherit review information from the category, and the content can inherit information from the folder if it does not have its own review settings. If a content item is filed directly into a subject-to-review retention category, it inherits settings from the category. If a subject-to-review item is filed into a subject-to-review record folder, it inherits settings from the immediate parent folder. Because record folders can be nested, the immediate folder parent determines review attributes for the item. If a retention category is subject to review, and none of the folders or content items have their own review settings, then the folders and the items all inherit review attributes from the category. You can create a non-review retention category containing record folders, content, and items subject to review. However, the reverse is not possible: you cannot create a retention category that is subject to review containing non-subject-to-review record folders and items due to inheritance of the subject to review attributes.

10.1.2.4 Permanent Status Attributes