From the Actions list, click Create Record Folder. Enter RFA-101 in the Record Folder Identifier box. Enter RFA-101 in the Record Folder Name box. Click the Subject to Audit box, and click an Audit Period from the list. Click Create. The record folder dis

Setting Up a Retention Schedule 10-23

5. You are prompted to enter a reason for the action. Enter a reason and click OK to

confirm or leave the text box empty and click OK. Click Cancel to abort the entire action. If confirmed, the record folder is deleted from the retention schedule.

10.4.3 Folder Examples

The following examples demonstrate folder management tasks: ■ Creating a Record Folder That is Subject to Review on page 10-23 ■ Creating Record Folders Subject to Recurring Audit Triggers on page 10-23

10.4.3.1 Creating a Record Folder That is Subject to Review

This example record folder has a three month review cycle. Editing a review cycle requires accessing a special edit page. For further information, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management. 1. Open the retention category or record folder where the record folder will be created.

2. From the Actions list, click Create Record Folder.

The Create or Edit Record Folder Page is displayed.

3. Enter RFV-101 in the Record Folder Identifier box.

4. Enter RFV-101 in the Record Folder Name box.

5. Click the Subject to Review box.

6. Click a Reviewer to receive e-mail notifications when it is time to review the

record folder.

7. Enter 3 Months as the Review Period.

8. Click Create. The record folder displays in the Exploring Retention Category page.

Click the Info icon for the new record folder. The Record Folder Information Page displays Subject to Review: Yes and displays the corresponding Review Period. Any inherited review information from a parent record folder or from the retention category is also given.

10.4.3.2 Creating Record Folders Subject to Recurring Audit Triggers

This example demonstrates creating a record folder subject to the recurring audit trigger. For more information about the built-in recurring audit trigger, see Trigger Overview on page 11-1. The Audit Periods must already be defined in the Configuration Manager utility. For further information about configuring audit period lists, see the Oracle Fusion Middleware System Administrators Guide for Content Server. To create an audited record folder, complete the following steps: 1. Open the retention category or record folder where the record folder will be created.

2. From the Actions list, click Create Record Folder.

The Create or Edit Record Folder Page is displayed.

3. Enter RFA-101 in the Record Folder Identifier box.

4. Enter RFA-101 in the Record Folder Name box.

5. Click the Subject to Audit box, and click an Audit Period from the list.

10-24 Oracle Fusion Middleware Setup Guide for Universal Records Management

6. Click Create. The record folder displays in the Exploring page. Click the Info icon

for the new record folder. The Record Folder Information Page displays Subject to Audit: Yes and displays the corresponding Audit Period. 11 Setting up Triggers 11-1 11 Setting up Triggers A trigger starts the processing of a disposition instruction upon the occurrence of a triggering event. Triggers are associated with a disposition rule for a retention category. A triggering event can be a change in content item state, completed processing of a preceding disposition action, retention period cutoff, and custom triggers. This chapter covers the following topics: Concepts ■ Trigger Overview on page 11-1 Tasks ■ Creating or Editing a Trigger on page 11-4 ■ Viewing Trigger Information on page 11-6 ■ Viewing Trigger References on page 11-6 ■ Deleting a Trigger on page 11-6 ■ Setting Up Indirect Triggers on page 11-7 ■ Deleting an Indirect Trigger Date Entry on page 11-8 ■ Disabling an Indirect Trigger Period on page 11-8 Examples ■ Global Triggers on page 11-9 ■ Delayed Global Trigger on page 11-9 ■ Dormant Global Trigger on page 11-9 ■ Activating a Dormant Global Trigger on page 11-9 ■ Custom Direct Trigger on page 11-9

11.1 Trigger Overview

Two types of triggers are provided which can be used to initiate disposition processing. System derived triggers are built-in triggers based on defined events. Custom triggers can be created by administrators to define specific events. To work with triggers, the following rights are required: ■ Admin.RecordManager : This right enables a user to view information about triggers.