Change the disposition schedule associated with an entity

There might be a situation when the disposition schedule associated with an entity is not serving the required purpose and you want to associate some other disposition schedule with that entity. Another situation might be when an entity is inheriting a disposition schedule from its parent entity and later you want it to be associated with a different schedule rather than that of the parent. Finally, you might want to clear an existing disposition schedule until later.

Assigning a different disposition schedule when affected entities have already been cut off changes their previous disposition. Disposition Sweep discards previous calculations and starts over using the new disposition schedule. Associating a new disposition schedule with an entity can be done by authorized users (Records Manager, Records Administrator, or Reviewer in Pro standard; Records Manager or Records Administrator in DoD or Base).

Disposition schedule propagation

When you assign a different disposition schedule, you can propagate the schedule to its child containers in the following ways:

To change the disposition schedule assigned to a container

  1. Navigate to the entity whose disposition schedule you want to change and click its Get info button.
  2. Click Disposition in the left panel.
  3. There are three possibilities. You can review the information pages of any assigned schedule by clicking its Get Info icon.
  4. On the Select Disposition Schedule page, click Select beneath the name of a disposition schedule.
  5. After you select a disposition schedule, a new drop-down menu appears. Select the appropriate option to indicate how you want to propagate the new disposition schedule to child containers. See Disposition schedule propagation above.
  6. If desired, enter Disposition Authority information as required by your organization's compliance rules.

    NOTE  By default, the disposition authority specified for the selected disposition schedule will be automatically assigned as the disposition authority for the container. If a disposition authority is not set for the selected schedule, the disposition authority that you set for the container will be applicable. If a disposition authority was set when the container was created but no disposition schedule was assigned, the schedule's disposition authority will override the disposition authority set earlier.

  7. Click Apply to save the modifications.

To change the disposition schedule assigned to a record type

  1. Navigate to the record type (in the Disposition tab) and click its Get info button.
  2. Click Disposition Instructions and select a disposition schedule (click Select beneath its name).
  3. Click Apply.