IBM® Enterprise Records includes workflows that help automate the review and disposal of record categories, record folders, volumes, and records. A workflow includes the tasks, procedural steps, personnel, input and output information, and tools for each step in a business process.
You can modify existing workflows and create new workflows. Most of the IBM Enterprise Records workflows are run automatically. This automation is the result of either the Disposition Sweep process or the execution of an action associated with the workflow. The Physical Record Management workflow and the Create Record Folder workflow must be manually run.
When you create a disposition phase in a disposition schedule, you must associate a disposition action and a disposition workflow with the phase. At the end of the retention period of entities in a particular phase, the entities are due for disposition. You must manually initiate the disposition action which runs the associated disposition workflow. For more information about the disposition process, see the disposition schedule topics:
Before you can start using the workflows, you need to complete configuration tasks. These tasks are completed during the IBM Enterprise Records installation. For more information, see the Configuring workflows topic in the IBM Enterprise Records Installation and Upgrade Guide.
For general information about how to complete disposition workflows, see the disposition workflows topic.
IBM Enterprise Records shows a warning message when the value specified for the various fields in a particular step of a workflow is incorrect or missing from required fields. If you do not specify the value of the Location field in the Physical Transfer step of the Interim Transfer workflow, you see the warning message through IBM Enterprise Records.
In the Message step, click Complete to complete the workflow step that failed, and remove the work item from the Inbox. You can correct the problem and run the workflow again to complete the step properly. In the example given earlier, you can close the two entities for which the Cutoff step failed and run the workflow again.