Click Add to add another rule. In the Triggering Event list, click the Preceding Action option under the In the Retention Period field, specify 5 calendar years. In the Disposition Action list, click the Destroy option.

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6. In the Disposition Action list, click the Destroy option.

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

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

displayed. Notice this disposition uses a system-derived triggering event. After the item becomes obsolete, it is automatically cut off at the end of the fiscal year then the retention period begins.

14.10.4 Time-Event Disposition

A typical example of a time-event disposition instruction is Destroy five calendar years after the legal case is closed. A time-event disposition is different from a time disposition because the exact time the event might occur cannot be predicted, but when it does, the disposition processing begins. A time-event disposition also uses a built-in or custom trigger. When the event occurs, the activation date for the custom trigger is entered, if applicable. This example creates an event disposition instruction that destroys items at a specified time after an event. The event is the closing of a pending legal case. The retention time period is five years. The disposition action is to destroy the content. This example requires creating a custom trigger called Case closed. Create a custom trigger without an activation date. After the case is closed, you would also need to go in and set the activation date for the custom trigger. Disposition Instructions : Destroy five calendar years after case closed. 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 disposition rule:

a. In the Triggering Event list, click the Case closed option under the Custom

Triggers sublist.

b. In the Disposition Action list, click the Cutoff option.

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

5. Define the second disposition rule:

a. Click Add to add another rule.

b. In the Triggering Event list, click the Preceding Action option under the

Preceding Action sublist.

c. In the Retention Period field, specify 5 calendar years.

d. In the Disposition Action list, click the Destroy option.

e. Click OK. The rules are displayed in the Disposition Instructions box. Notice