Other Actions Disposition Actions

Defining Disposition Instructions 14-7 that activated the trigger may be the latest revision of a content item, but does not need to be. – If a content item has 5 revisions and this disposition action is activated for revision 5 the latest revision, then only revision 4 is marked for deletion. – If a content item has 5 revisions and this disposition action is activated for revision 3, then only revision 2 is marked for deletion. ■ Delete Revision : This action indicates it is time to delete the content item revision that triggered the disposition action. This revision may be the latest revision of a content item, but does not need to be. – If a content item has 5 revisions and this disposition action is activated for revision 5 the latest revision, then only revision 5 is marked for deletion. – If a content item has 5 revisions and this disposition action is activated for revision 3, then only revision 3 is marked for deletion. ■ Approve Deletion : This action indicates it is time to approve record folders or content for deletion. ■ Delete All Revisions : This action indicates it is time to delete the content item revision and all earlier revisions. The revision that activated the trigger may be the latest revision of a content item, but does not need to be. If the DoD Config module is enabled, a prompt appears to select either Delete All Revisions Destroy Metadata or Delete Revisions Keep Metadata when approving the disposition action. Metadata cannot be retained unless the DoD Config module is enabled. – If a content item has 5 revisions and this disposition action is activated for revision 5 the latest revision, then revisions 1 through 5 are marked for deletion effectively removing the content item from the repository altogether. – If a content item has 5 revisions and this disposition action is activated for revision 3, then revisions 1 through 3 are marked for deletion. ■ Delete Old Revisions : This action indicates it is time to delete all revisions before the content item revision that triggered the disposition action. The revision that activated the trigger may be the latest revision of a content item, but does not need to be. ■ Delete Working Copy : This action deletes the working copy of a cloned content item. It first deletes the direct working copy of the clone. Then all previous revisions of the working copy are deleted until a revision of the fixed clone itself is found. The deletions stop at that point. This action is not available unless the RmaEnableFixedClones configuration variable is set to TRUE. Note that if deletion rules exist for a category, content is deleted according to the first rule encountered. Therefore, content will be deleted from all folders in the same category and not just from one folder.

14.6.3 Other Actions

■ Check in New Revision : This action indicates it is time to take the latest revision of the affected content items and check a copy of this revision into the repository as a new revision. This may be useful to process a content item revision based on changed historical information, refresh an expired document, or enter a content item into a criteria workflow for disposition processing. 14-8 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ Accession : This action indicates it is time to transfer physical and legal custody of materials to an archival institution such as NARA. Choose Accession Destroy Metadata or Accession Keep Metadata. ■ Activate : This action indicates it is time to activate record folders or content. ■ Close : This action indicates it is time to close record folders. ■ Cutoff : This action indicates it is time to cut off content or record folders from further processing. Cutoff refers to changing the status of items to prohibit further processing. ■ Cutoff and Create Volume : This creates a volume folder, content is placed inside, and the volume is cut off. ■ Expire : This action indicates it is time to expire record folders or content. ■ Obsolete : This action indicates it is time to mark content as obsolete. ■ Mark Related Content : This action marks any content linked to the current content. ■ No Action : This action indicates there is no action to take currently. This action usually found mid-disposition. A No Action action acknowledges a disposition milestone has passed, and the next step in the disposition begins processing. ■ Notify Authors : This action indicates it is time to notify the author of the affected category that disposition actions are due for the category. ■ Supersede : This action indicates it is time to supersede a content item by another content item. In addition to the built-in disposition actions listed above, custom dispositions can be defined to reflect an organization’s specific records management needs.

14.6.4 TransferMove Actions