Accessing the Pending Approval Interface Event Processing Pending Approvals

10-8 Oracle Fusion Middleware Administrators Guide for Universal Records Management

10.2.6 About Disposition Processing

This section contains procedures for processing pending events. ■ Accessing the Pending Approval Interface on page 10-8 ■ Event Processing on page 10-8 ■ Pending Approvals on page 10-8 ■ Pending Review on page 10-9

10.2.6.1 Accessing the Pending Approval Interface

In the following event descriptions, all events are accessed by clicking Records then Approvals and selecting Pending Review or Pending Disposition or by clicking the link in the email notifiying a user of dispositions or reviews to be performed. Events for yourself are listed. To view assignments to other users, you must be added to the RmaReviers alias. Then click List All on the Table menu on the Pending Dispositions Page or Pending Reviews Page .

10.2.6.2 Event Processing

The following list describes common functionality regardless of the type of action being processed: ■ The Admin.PerformActions right is required to perform these actions. This right is assigned by default to the Records Administrator role. ■ For most events, when the disposition event is processed, an audit log file is created automatically. A screening can be done for that audit log and it can be checked in as a content item if needed. An audit log is not created for a Move event or a No Action event. ■ Most actions are run automatically with the batch services that are run nightly or when a Batch Services option is selected by clicking Records then Batch Services.

10.2.6.3 Pending Approvals

The following persons may receive notifications of events triggered by disposition rules, depending on the system configuration: ■ the author or filer of a retention category ■ members of the RmaReviewers alias group ■ the additional notification reviewer, if specified when the disposition rule was set up for the category The pending events appear in both the other notification recipient’s approval list and the filer’s own approval list. If the main recipient processes the event, the event is removed from the author’s approval list and vice versa. Some events only require approval. After approval of these events, their associated disposition actions are executed when the dispositions are run, usually nightly, unless otherwise processed by selecting an option from the Batch Services menu. The processed events are subsequently removed from the approval list. Some events require multiple steps, depending on the event type and the item to be processed. First, they must be approved and after approval they must be marked as completed. Items marked as completed often must be physically moved to complete the action for example, transferring an item to different location. Processing Retention Assignments 10-9 When an event must be marked as complete, it still appears on the Pending Dispositions Page and the name of the event is changed to indicate it must be marked complete for example, Mark Transfer Complete. To mark the item as complete, check the box for the item then click Approve from the Table menu.

10.2.6.4 Pending Review