Setting Up Indirect Triggers Deleting an Indirect Trigger Date Entry

Setting up Triggers 11-7

1. Click Records then Configure from the Top menu. Click Retention then Triggers

from the Page menu. The Configure Triggers Page is displayed. 2. Select the type of trigger to view Global, Custom Direct, or Indirect. Navigate to the trigger to delete.

3. Click Delete Trigger on the trigger’s Actions menu.

A message is displayed saying the trigger was deleted successfully.

4. Click OK.

To delete multiple triggers, click the trigger checkboxes and click Delete on the Table menu.

11.2.5 Setting Up Indirect Triggers

Use this procedure to specify the dates required for the Audit Approval periods. The Audit Approval indirect trigger is the only built-in indirect trigger available. Use the same procedure for any other indirect triggers to be created. Select the trigger name and follow the same steps to populate those triggers.

1. Click Records then Configure from the Top menu. Click Retention then Triggers

from the Page menu. The Configure Triggers Page is displayed.

2. Click the Indirect tab. Click Trigger Dates Info from the Actions menu for the

Audit Approval trigger.

3. Click Trigger Dates Info on the Page menu.

The Indirect Trigger Date Entries Page is displayed.

4. Click Add. The

Create or Edit Indirect Trigger Date Entries Page is displayed. 5. Select the trigger period which needs an activation date. If the defaults will not be used, make sure to populate the Trigger Period list in the Configuration Manager utility before performing this action. 6. Enter an activation date for the trigger period. Select the date from the Calendar icon. The time can be edited directly in the Activation Date text box. Be sure to use the time format configured by the system defaults.

7. Click Create. The Trigger Date Entry information is added to the Indirect Trigger

Date Entries for ‘Audit Approval’ page: Permissions: The Admin.Triggers right is required to perform this action. This right is assigned by default to the Records Administrator and Records Officer role. In addition, you must have delete permission D for the trigger’s security group. The Records Officer roles does not have this permission by default. Permissions: The Admin.Triggers right is required to perform this action. This right is assigned by default to the Records Officer and Records Administrator roles. 11-8 Oracle Fusion Middleware Setup Guide for Universal Records Management 8. Repeat steps 5 through 7 to define dates for each indirect trigger period.

11.2.6 Deleting an Indirect Trigger Date Entry

To delete a date entry trigger period for an indirect trigger, complete the following steps:

1. Click Records then Configure from the Top menu. Click Retention then Triggers

from the Page menu. The Configure Triggers Page is displayed.

2. Click Delete from the trigger’s Action menu.

11.2.7 Disabling an Indirect Trigger Period