Processing Retention Assignments 10-7
The current date is inserted to indicate the date on which the action happened. This date can be changed by typing a new date or selecting one from the calendar
icon.
After inserting the information, click OK. The item is then removed from the list of pending reviews.
10.2.5 Editing Review Information
Follow this procedure to edit retention category or record folder review information:
1. Find the Retention category or folder to use.
2. Click Edit then Edit Review from the page Action menu if editing a category
review or the item’s Action menu if editing a folder review.
The Edit Review Information for Retention CategoryFolder Page
is displayed.
3. To change a review category to non-review category, clear the Subject to Review
box. The remaining fields become gray and unavailable. To change a non-review category to a review category, select the Subject to Review box.
4. To select, remove, or change a reviewer, select the reviewer from the Reviewer list.
Select the topmost blank to remove the reviewer and allow the system default to designate the reviewer.
5.
To edit or enter the review period, enter an integer and select a review period in the Review Period box and list.
6. Click Submit Update. An update message is displayed, and the Retention
Category Information Page displays the review information that was entered. When editing folder review information, keep the following points in mind:
■
The Folder.EditReview right is required to perform the action. This right is assigned by default to the Records Administrator role.
■
Follow the same procedure to change folder review information as that used to change an item’s review information. Remember the review setting is inherited,
and if any child folders should stay as subject to review, make sure to set the review information for record folders that no longer inherit it from a parent folder
or category.
■
The selected reviewer must have the Records Administrator or Records Officer role because users assigned the Records User role cannot mark a record folder as
reviewed.
Permissions: The Category.EditReview right or Folder.EditReview
right is required to perform these actions. This right is assigned by default to the Records Administrator role.
Tech Tip:
Remember the review setting is inherited. If items or record folders should stay as subject to review, make sure to set the
review information for the child record folders that no longer inherit review status from their retention category. Any content filed directly
into retention categories are directly affected by review status changes.
10-8 Oracle Fusion Middleware Administrators Guide for Universal Records Management
10.2.6 About Disposition Processing
