Processing Retention Assignments 10-5
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Category Criteria: Includes criteria specific to retention categories such as restrictions edits, revisions, deletions and review information review
periods and reviewers.
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Records Folder Criteria: Includes criteria specific to folders such as cutoff date, profile trigger, and freeze name for freezes applied to the folder.
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Content Criteria: Includes criteria used for content such as author and content type.
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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.
b.
Sort by default descending order or select ascending order.
4. To view the results of the screening immediately, click Search. Any results
matching the screening criteria display in the Retention Step Audit Result Page
.
5.
To schedule the retention report to run later, select the criteria for the screening and click the Schedule button.
The Schedule Retention Step Audit Report Page
is displayed.
6. Provide a name for the screening report.
7. Provide the start date of the screening report. This is the date the scheduled
screening report will be generated. If the screening report is recurring, the first screening report will be generated for the first time on this date, and all
subsequent reports at the end of each recurring period after this date.
8. To create a screening report periodically rather than just once, select the Is
Recurring box. Specify the interval at which the recurring screening report will be
created for example, every 2 weeks.
9. Click OK when done.
10.2.2 Viewing Failed Dispositions
Follow this procedure to find disposition actions which have not succeeded and ’replay’ those actions as needed.
1. Click Records then Audit then Failed Dispositions from the Top menu.
The Failed Dispositions Page
is displayed.
2. Use this page to view information about failed disposition actions. The following
actions can also be performed:
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To restart the disposition, select the checkbox for the item and click Retry from the Table menu.
■
To create a report of failed dispositions, select the items to include in the report then click Create Reports from the Table menu.
Permissions: The Admin.Audit right is required to perform this
action. This right is assigned by default to the Records Administrator role.
10-6 Oracle Fusion Middleware Administrators Guide for Universal Records Management
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To mark the disposition as complete regardless of whether the action succeeded or not, click the checkbox for the item and click Skip from the Table
menu. Use this option with caution because it may have unforeseen consequences when a disposition is skipped.
10.2.3 Viewing Pending Reviews and Dispositions
Follow this procedure to view pending actions to be taken:
1. Click Records then Approval from the Top menu. Choose the type of pending
approval to view: Reviews or Dispositions. The
Pending Dispositions Page or
Pending Reviews Page is displayed.
2. These pages listactions awaiting approval. It lists actions assigned to the logged-in
user as well as actions assigned to other users if the logged-in user has permission to see those actions.
10.2.4 Marking Content Items as Reviewed
Follow this procedure to perform reviews. Use this procedure to review items that have been marked as Subject to Review, or items in a category that has a disposition
that is Subject to Review.
1.
Follow the link in the e-mail sent by the system to notify the reviewer or click Records
then click Approvals then Pending Reviews.
The Pending Reviews Page
is displayed.
2. Click the checkbox of the item to be reviewed then click Set Dates and Mark
Reviewed
from the Table menu. If this is a folder to review, the option Mark Reviewed Recursive
can be used to mark all items in the folder as reviewed.
In addition, you can click Set Dates then select Mark reviewed from the Actions menu for individual items.
To perform a different action involving dates mark the item as expired, canceled, or obsolete, for example, click the item’s Action menu then click Set Dates and
choose the appropriate menu option.
3.
Enter a comment for the action review, expiration, and so on or leave that field blank if a comment is not needed.
Permissions: The Folder.Read right and Record.Read right are
required to perform this action. All predefined management roles have this right. The Admin.PerformActions right is required to view
your own or pending events of others. This right is assigned by default to the Records Administrator role.
Permissions: The Admin.PerformPendingReviews right is required
to perform this action. This right is assigned by default to the Records Officer and Records Administrator role. When performing reviews of
items assigned to others, you must also be designated as the main notification recipient.
Processing Retention Assignments 10-7
The current date is inserted to indicate the date on which the action happened. This date can be changed by typing a new date or selecting one from the calendar
icon.
After inserting the information, click OK. The item is then removed from the list of pending reviews.
10.2.5 Editing Review Information
