Event Disposition Simple TimeEvent Disposition Time Disposition

14-14 Oracle Fusion Middleware Setup Guide for Universal Records Management

1. Click Browse Content then Retention Schedules. The Exploring Series Retention

Schedule Page is displayed. 2. Navigate to the appropriate retention category.

3. In the row for the retention category, click Edit then Edit Disposition.

The Disposition Instructions Page is displayed. 4. Select the rule to delete and click the Delete icon a red ’x’ in a circle. 5. The rule is deleted from the list. Repeat for each rule to delete.

6. Click Submit Update. The successfully updated dispositions message is

displayed.

7. Click OK. It is advisable to run the Batch Services after deleting a disposition rule

in order to recompute disposition actions. Batch services are run automatically or can be initiated by selecting the approrpriate action by clicking Records then Batch Services from the Top menu.

14.10 Disposition Examples

This section includes the following disposition examples: ■ Event Disposition on page 14-14 ■ Simple TimeEvent Disposition on page 14-15 ■ Time Disposition on page 14-15 ■ Time-Event Disposition on page 14-16 ■ Disposition Rules for Specific Folders on page 14-17 ■ Multi-Phased Disposition on page 14-18 All of the examples in this section use the default that is, non user-friendly disposition captions.

14.10.1 Event Disposition

This example creates an event disposition instruction that destroys content after an event. The event is the content becomes obsolete. The disposition action is to destroy the content. This example requires creating one disposition rule. Disposition instruction : Destroy when obsolete.

1. Navigate to the appropriate retention category.

2. In the row for the retention category, click Edit then Edit Disposition from the

item’s Actions menu or click the Info icon and click Edit then Edit Disposition from the Page menu on the Retention Category Information Page . The initially blank Disposition Information Page is displayed.

3. In the Disposition Instructions area, click Add.

The Disposition Rule Page is displayed. Permissions: The Category.Delete right is required to perform this action. This right is assigned by default to the Records Administrator role. Defining Disposition Instructions 14-15

4. In the Triggering Event list, click the Obsolete option.

5. In the Disposition Action list, click the Destroy option.

6. Click OK. The disposition rule is displayed in the Disposition Instructions box.

7. Click Submit Update. The successfully updated disposition message is displayed.

14.10.2 Simple TimeEvent Disposition

This example demonstrates creating a disposition based on an item’s revision status. Disposition Instructions : When a new version of an item is checked in, wait one week and notify the original author. 1. Navigate to the appropriate category.

2. In the row for the retention category, click Edit then Edit Disposition from the

item’s Actions menu or click the Info icon and click Edit then Edit Disposition from the Page menu on the Retention Category Information Page . The Disposition Instructions Page is displayed.

3. In the Disposition Instructions area, click Add.

The Disposition Rule Page is displayed.

4. In the Triggering Event list, click the No Longer Latest Revision option. The

Retention Period field becomes available.

5. In the Retention Period fields, enter 1 in the text box and click the Weeks period

unit from the Retention Period list.

6. In the Disposition Action list, click the Notify Authors option.

7. Click OK. The disposition rule is displayed in the Disposition Instructions box.

8. Click Submit Update. The successfully updated dispositions message is

displayed.

14.10.3 Time Disposition

This example demonstrates creating a time disposition with a retention period and a final disposition of destroying content. There is a predictable event trigger commencing at the end of a fiscal year. Disposition Instructions : Cut off at the end of the fiscal year, hold for three fiscal years in the current file area, then destroy. 1. Navigate to the appropriate category.

2. In the row for the retention category, click Edit then Edit Disposition from the

item’s Actions menu or click the Info icon and click Edit then Edit Disposition from the Page menu on the Retention Category Information Page . The Disposition Instructions Page is displayed.

3. In the Disposition Instructions area, click Add.

The Disposition Rule Page is displayed.

4. In the Triggering Event list, click the Retention Period Cutoff option. The

Retention Period field becomes available.

5. In the Retention Period fields, enter 3 in the text box and click the Fiscal Years

period unit from the Retention Period list. 14-16 Oracle Fusion Middleware Setup Guide for Universal Records Management

6. In the Disposition Action list, click the Destroy option.

7. Click OK. The disposition rule is displayed in the Disposition Instructions box.

8. Click Submit Update. The successfully updated dispositions message is

displayed. Notice this disposition uses a system-derived triggering event. After the item becomes obsolete, it is automatically cut off at the end of the fiscal year then the retention period begins.

14.10.4 Time-Event Disposition