In the Triggering Event list, click the Retention Period Cutoff option. The In the Retention Period fields, enter 1 in the text box and click the Calendar In the Disposition Action list, click the Move option to move the content to In the Destination Loca

14-18 Oracle Fusion Middleware Setup Guide for Universal Records Management d. In the Advanced Options section, select the folder which will have the rule applied. In this example, the folder is Folder 3.

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

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

displayed. Notice there are rules drawn between the multiple instructions.

14.10.6 Multi-Phased Disposition

This example demonstrates defining a disposition instruction that has more phases than is typical in a disposition instruction. This example contains multiple disposition actions: move, transfer, and accession. A move disposition action does not transfer the legal responsibility of content, whereas a transfer disposition action does transfer both legal responsibility and physical location of content. Disposition Instructions : Cut off at the end of the calendar year and hold for on year in the current file area, move to off-line storage for on year, transfer to the FRC Federal Records Center and retain for ten years, then final accession to NARA. 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. You can also 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. Define the first phase of the disposition, which is cut off at the end of the calendar year, retain in the current file area for one year, and then move to offline storage:

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

Retention Period field becomes available.

b. In the Retention Period fields, enter 1 in the text box and click the Calendar

Years period unit from the Retention Period list.

c. In the Disposition Action list, click the Move option to move the content to

offline storage.

d. In the Destination Location box, type Offline Storage.

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

5. Define the next phase of the disposition, which is transfer to the Federal Records Center after a one year retention period of offline storage:

a. Click Add to add another rule.