Creating or Editing a Custom Time Period Viewing Period Information

12-2 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ Fiscal Halves wwRmaFiscalHalves ■ Fiscal Years wwRmaFiscalYear Weeks wwRmaWeekEnd are defined as a built-in custom period.

12.2 Managing Time Periods

The following tasks are used when managing time periods: ■ Creating or Editing a Custom Time Period on page 12-2 ■ Viewing Period Information on page 12-3 ■ Viewing Period References on page 12-3 ■ Deleting a Custom Period on page 12-4

12.2.1 Creating or Editing a Custom Time Period

Use this procedure to create a period in addition to the standard calendar periods already defined. For example, you may need a calendar period such as decade or century for the review cycle or retention period needs of your organization.

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

The Configure Periods Page is displayed.

2. Click Add.

The Create or Edit Period Page is displayed.

3. Enter a name for the period.

4. Select the type of time period: Calendar, Fiscal, or Custom.

5. Click the calendar icon and select a custom start time or edit the time within the

text box.

6. Enter an integer value for the length of the time period and choose a time unit

from the Length list.

7. Enter a label to describe the end of the period.

8. Click Create.

A message is displayed saying the period was created successfully, with the period information.

9. Click OK.

To edit a time period, complete the following steps: Permissions: The Admin.RecordManager right is required to perform this action. This right is assigned by default to the Records Administrator role. Permissions: The Admin.RecordManager right is required to perform this action. This right is assigned by default to the Records Administrator role. 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