Click Administration then Admin Applets from the Main menu. Click Workflow Admin. Click the Criteria tab. Click Add.

Configuration Options 7-7 The Workflow Admin dialog is displayed.

3. Click the Criteria tab. Click Add.

The New Criteria Workflow dialog is displayed. 4. Enter the following information: ■ Workflow name : CategoryDispositionsProcess ■ Description : Category Disposition Processing ■ Security Group : select RecordsGroup from the dropdown list ■ Original Author Edit Rule : select Edit Revision ■ Has Criteria Definition : click this checkbox ■ Field : select Type from the dropdown list ■ Operator : this should say Matches ■ Value : select RetentionCategory from the dropdown list Click OK when done. The Workflow Admin dialog is redisplayed. 5. In the Criteria portion of the dialog, in the Steps section, click Add. The Add New Step dialog is displayed. 6. Enter the following information: ■ Step name : CategoryDispositionsReview ■ Description : Review Category Dispositions ■ Users can review and edit replace the current revision : check this box ■ Click the Users tab then click Add Alias. Select the alias list for the users who will be reviewing dispositions and click OK. ■ Click the Exit Condition tab. In the Required Approvers portion, click the checkbox for All Reviewers.

7. Click OK. The Workflow Admin dialog is redisplayed.

8. Click Enable to start the workflow.

7.3.2.2 Reservation Processing Workflow

The Reservation workflow is used to process reservation requests for physical items.

1. Click Administration then Admin Applets from the Main menu.

The Administration Applets Page is displayed.

2. Click Workflow Admin.

The Workflow Admin dialog is displayed.

3. Click the Criteria tab. Click Add.

The New Criteria Workflow dialog is displayed. 4. Enter the following information: ■ Workflow name : ReservationProcess ■ Description : Processes reservations ■ Security Group : select Reservation from the dropdown list 7-8 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ Original Author Edit Rule : select Edit Revision ■ Has Criteria Definition : click this checkbox ■ Field : select Type from the dropdown list ■ Operator : this should say Matches ■ Value : select Request from the dropdown list Click OK when done. The Workflow Admin dialog is redisplayed. 5. In the Criteria portion of the dialog, in the Steps section, click Add. The Add New Step dialog is displayed. 6. Enter the following information for the first step: ■ Step name : RequestReview ■ Description : Review Request ■ Users can review and edit replace the current revision : check this box ■ Click the Users tab then click Add Alias. Select the alias list for the users who will be reviewing reservation requests and click OK. ■ Click the Exit Condition tab. In the Required Approvers portion, click the checkbox for At Least This Many Reviewers and enter 1 for the value. ■ Click OK. The Workflow Admin dialog is redisplayed. 7. In the Criteria portion of the dialog, in the Steps section, click Add. The Add New Step dialog is displayed. 8. Enter the following information for the second step: ■ Step name : RequestComplete ■ Description : Complete the request ■ Users can review the current revision : check this box ■ Click the Users tab then click Add Alias. Select the alias list for the users who will be completing the reservation requests and click OK. ■ Click the Exit Condition tab. In the Required Approvers portion, click the checkbox for At Least This Many Reviewers and enter 0 for the value. ■ Click the Events tab. – Click Edit in the Entry section. Click the Custom tab then click the Custom Script Evaluation checkbox. Enter the following code wfSetwfJumpName, complete wfSetwfJumpEntryNotifyOff, 1 Click OK. – Click Edit in the Update section. Click the Custom tab then click the Custom Script Evaluation checkbox. Enter the following code: if parseDatedOutDate parseDatedateCurrent1 wfSetwfJumpName, complete_update wfSetwfJumpTargetStep, wfCurrentStep10 wfSetwfJumpEntryNotifyOff, 1 endif Configuration Options 7-9 Click OK. 9. Click OK. The Workflow Admin dialog is redisplayed. 10. Click Enable to start the workflow.

7.3.2.3 Offsite Storage Workflow