The Interim Transfer workflow ensures that the home location of a physical entity, or the location of an electronic entity, is changed to the specified location at the end of the retention period of a phase. The records manager must approve the interim transfer of each entity. Before approving the interim transfer of a physical entity, the records manager must ensure that the physical entity has been manually transferred to the new location.
The Interim Transfer workflow launches when you initiate disposition. The Approve step shows entities that are due for interim transfer.
For general information about how to complete this workflow, see Use the disposition workflows.
To approve interim transfer of entities
After you specify the transfer details and complete the workflow, data is transferred to the specified locations. A transcript file is generated and referenced in a new Transcript work item. To access the XML transcript file, open the work item, click the Expand Attachment Items icon, and click the name of the transcript file.