Copying a Disposition Rule Viewing Disposition Information Deleting a Disposition Rule

14-12 Oracle Fusion Middleware Setup Guide for Universal Records Management Items can also be transfered to an external workspace. Set up the external workspace by clicking My Profile. Click Edit next to the User Workspace caption. An external workspace can be a local file system, a FTP server, a WebDAV server, or a manual download and can be set up in the same way the Location Type is set up here. 11. After making selections if necessary reorder the instructions in the list. If Cutoff is present, it must be the first rule. If the Destroy or Accession rule is present, those rules must be last.To reorder an instruction, select it in the list, and click the up or down arrow.

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

displayed, with the disposition information.

13. Click OK.

Use this procedure to edit a disposition rule within the disposition instructions for a retention category. To edit a disposition rule, complete the following steps:

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

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

3. Click Edit then Edit Disposition from the item’s Action menu.

The Disposition Instructions Page is displayed.

4. In the Disposition Instructions box, select the rule to edit, and click the Edit icon

an image of a pencil. 5. The Disposition Rule Page is displayed.

6. Make changes to the rule, and click OK. The Disposition Rule page closes.

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

displayed, with the disposition information.

8. Click OK.

14.9.3 Copying a Disposition Rule

Use this procedure to copy rules from other categories to overwrite the ones in a current category. Note: You can set defaults for the location type for each user. Click the user name in the top right corner of the screen. The My Profile page is displayed. Click Edit in the User Workspace section. You can set default locations, passwords, and other details for the location types there. Permissions: The Category.Edit right is required to perform this action. This right is assigned by default to the Records Administrator role. Defining Disposition Instructions 14-13

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 Copy Disposition From from

the item’s Actions menu. A prompt is displayed, asking permission to overwrite the rules with rules from another category. Click OK to continue. 4. The Browse for Category Page is displayed. This is similar to the Select Retention Series, Record Folder or Category Dialog . Choose a category in the list from which to copy a disposition rule. The Disposition Instructions Page is displayed. 5. If needed, edit the rules in the same manner as described earlier.

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

displayed, with the disposition information.

7. Click OK.

14.9.4 Viewing Disposition Information

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 the Info icon. The Disposition Information Page is displayed.

4. When done, click OK.

14.9.5 Deleting a Disposition Rule

Use this procedure to delete a disposition rule from the disposition instructions within a category, or delete the entire set of disposition instructions. Permissions: The Category.Create right is required to perform this action. This right is assigned by default to the Records Administrator role. Permissions: The Category.Edit right is required to perform this action. This right is assigned by default to the Records Administrator role. Permissions: The Category.Read right is required to perform this action. This right is assigned by default to the Records Administrator role. 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