Authorized users (Records Manager, Records Administrator, or Reviewer in Pro standard; Records Manager or Records Administrator in DoD or Base) can associate a disposition schedule with a record category or record folder at any point in time. Child containers inherit the disposition schedule as described below.
When you associate a disposition schedule after creating the category or folder, you can propagate the schedule to its child containers in the following ways:
You can associate a disposition schedule with a record category or record folder at the time of creation or later. Procedures for associating a disposition schedule at time of creation are included in the topic on adding the container. For record categories, see Step 2: Set Disposition. For record folders, see Step 3: Set Disposition. Use the following procedure to assign a disposition schedule for the first time after creation. See Change the Disposition Schedule Associated with an Entity to change an existing schedule.
To associate a disposition schedule later
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.
NOTE Records associated with a record type might have a different disposition schedule than their parent container. The disposition schedule associated with the record type takes precedence over the container's schedule. However, when you run sweep, a disposition conflict warning message is logged in the sweep log file if the schedule associated with the parent container has shorter cutoff retention period than the schedule associated with the record type.