Viewing Period References Deleting a Custom Period

Configuring Time Periods 12-3

1. Click Records then Configure from the Top menu. Click Retention then Periods.

The Configure Periods Page is displayed.

2. Click Edit Period from the item’s Action menu for the period to edit.

The Create or Edit Period Page is displayed. 3. Edit the appropriate information.

4. Click Submit Update.

A message is displayed saying the period was updated successfully.

5. Click OK.

12.2.2 Viewing Period Information

1. Click Records then Configure from the Top menu. Click Retention then Periods.

The Configure Periods Page is displayed.

2. Click the period to view from the Period Name list.

The Period Information Page is displayed.

3. When done, click OK.

12.2.3 Viewing Period References

Use this procedure to view references to a period those categories, folders, and disposition rules that use the period in their definitions. Generally, period references are viewed to determine why a custom period cannot be deleted. To view period references, complete the following steps:

1. Click Records then Configure from the Top menu. Click Retention then Periods.

The Configure Periods Page is displayed. 2. Click the period to view from the list. The Period Information Page is displayed.

3. Click References on the Page Action menu. The

Period Reference Page is displayed. This page shows all folders, categories, andor category dispositions the current period is referenced by, with a link to each of the referencing items. If a link is clicked, the associated information page for the item is displayed. Permissions: Either the Admin.Triggers or Admin.RecordManager right is required to perform this action. The Admin.Triggers right is assigned by default to the Records Administrator and Records Officer roles and the Admin.RecordManager right to the Records Administrator role. Permissions: Either the Admin.Triggers or Admin.RecordManager right is required to perform this action. The Admin.Triggers right is assigned by default to the Records Administrator and Records Officer roles. The Admin.RecordManager right to the Records Administrator role. 12-4 Oracle Fusion Middleware Setup Guide for Universal Records Management

4. When done, click OK.

12.2.4 Deleting a Custom Period

Built-in periods cannot be deleted. Before deleting a period, make sure the period is not referenced by a retention period within a disposition rule for a category, or by a review period for an item, record folder, or retention category.

1. Click Records then Configure from the Top menu. Click Retention then Periods.

The Configure Periods Page is displayed.

2. Click Delete Period from a period’s Action menu.

A message is displayed saying the period was deleted successfully.

3. Click OK.

12.2.5 Example: Creating a Custom Period