Two-step Transfer workflow with mapping

Two-step Transfer with mapping uses a transfer mapping object to export entities to a specified destination, and generates a transcript file that includes information about the success or failure of export for each entity and the status of each step of the workflow. After you view the transcript file, you can select to proceed to the next phase of the workflow or reject the export phase and return the entity to the disposition cutoff phase. If you select the Proceed to next phase option, the entity is destroyed and a workflow transcript step is generated. The transcript file generated after deletion is also attached. If you choose to reject the transfer of entities, the entity is restored back to the cutoff phase and the workflow sends a message that includes the reason for the rejection of the transfer.

The Two-step Transfer workflow launches when you initiate disposition. The first step is approval. Approved entities move to the export transcript step where you indicate the successful export of records and give approval to destroy the records.

For general information about how to complete this workflow, see Use the disposition workflows.

For more information about transfer mapping objects, see Transfer mappings.

Approve Transfer step

To approve or reject the transfer of entities

After specifying the export details and completing the workflow, data is transferred to the specified location. A transcript file is generated and referenced in a new Transcript work item that requires a response to complete destruction after transfer.

Export Transcript step

To complete the Two Step Transfer workflow