Scheduling a Screening Report Setting Default Metadata For Reports

Searching and Screening Content 6-5

3. Optional if screening for a review or due date, specify the date in the Review

Due By box or Due for Action box. 4. Select a Freeze Status to filter by items that are frozen or not frozen. 5. Select sorting preferences in the Results Options area. a. Sort by the default or select another option from the Sort By list. b. Sort in the default descending order or select the ascending order.

6. Click Search. Any results matching the screening criteria display in the

Screening Results Page .

6.2.2 Scheduling a Screening Report

You may be able to only schedule screening reports and not execute them immediately, depending on the setting of the Only allow scheduled screening option on the Configure Retention Administration page. See the Oracle Fusion Middleware Setup Guide for Universal Records Management for details about configuring the system. Use this procedure to schedule a screening report:

1. Click Search then Screening then the screening type from the Top menu.

The Screen for topic Page is displayed.

2. Select the criteria for the screening and click the Schedule button.

The Schedule Screening Report Page is displayed.

3. Provide a name for the screening report.

4. Provide the start date of the screening report. This is the date the scheduled

screening report will be generated. If the screening report is recurring, the first screening report will be generated for the first time on this date, and all subsequent reports at the end of each recurring period after this date.

5. To create the report periodically rather than just once, select the Is Recurring box.

Specify the interval at which the recurring screening report will be created for example, every 2 weeks.

6. Click OK when done.

The Scheduled Screening Reports Page is displayed, which now includes the newly created scheduled screening report.

6.2.3 Setting Default Metadata For Reports

Recurring screening reports are automatically checked into the repository. Use this procedure to set the default metadata for these checked-in reports: Permissions: You must have Records Administrator or PCM Administrator rights to schedule screening reports. Permissions: You must have Records Administrator or PCM Administrator rights to schedule screening reports. 6-6 Oracle Fusion Middleware Users Guide for Universal Records Management

1. Click Records then Configure from the Top menu. Click Metadata then Screening

Metadata Defaults . The Default Metadata for Checked-In Screening Reports Page is displayed. 2. Specify the default metadata for checked-in screening reports.

3. Click Submit Update when done.

7 Working With Records Folders 7-1 7 Working With Records Folders This section covers several tasks associated with the general maintenance and processing of record folders. Not all tasks are available to all users. Rights and roles determine which functionality is available to different users. This chapter covers the following topics: Concepts ■ About Folder Maintenance on page 7-1