IBM Enterprise Records, Version 5.1.2    

Screening workflow

Using the Screening workflow, you can screen an entity before running workflows associated with its disposition phases. When you create a disposition phase, you can specify whether screening is required before running the workflow associated with that phase. After screening is complete, the appropriate workflow associated with that phase is run.

The Screening workflow runs automatically when you initiate the disposition of entities due for disposal and the Is Screening Required option for the applicable phase is set to True.

Review Step

The Review Step page shows the entities to be screened. The entities you approve move on to the applicable disposition workflow. For general information about how to complete this workflow, see the disposition workflow topic.


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Last updated: November 2013
screening_workflow.htm

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