IBM Enterprise Records, Version 5.1.2    

Modifying a disposition schedule

After you create a disposition schedule, you can modify the properties set for that schedule. When you modify a disposition schedule, the modifications are reflected after the next sweep for all the entities with which the disposition schedule is currently associated.

About this task

If you modify a phase of a disposition schedule run for one or more entities, the entities in that phase are pushed to the next phase. If a removed phase is the last one in the schedule, entities in that phase are marked as schedule completed by Disposition Sweep. However, Initiate disposition and Workflow start the schedule over.

Workflow results from deleted phases

Table 1. Workflow results
Workflow Result
If the record is in the last phase, and the last phase is deleted If the record is in a workflow, the workflow moves into an error state (raises an error when completed). The record is returned to the first phase.

Procedure

To modify a disposition schedule:

  1. Select the Disposition tab.
  2. Click Disposition Schedules: Disposition Schedules icon
  3. Select Get Info for the schedule you want to modify.
  4. Enter a Reason for the change and click Apply. This information is required to finish the modification. (Later modifications do not require a new reason.) As noted after you apply your reason, changes will affect entities after the next disposition sweep run.
  5. From the list of pages in the panel, select a page to modify, such as Disposition or Phases. For more information, see the defining a disposition schedule topic.
  6. On the Phases page, select the title of a phase you want to modify.
  7. Click Add New to add a phase, or select the check box in the Remove column.
  8. When finished with all changes, click Apply.
  9. After noting the changes reflected in the next sweep run, click Exit.
  10. When updating disposition schedules to use Auto Destroy, specifically run a sweep at this time to complete this process. For more information, see the disposition sweep for auto destroy topic.


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Last updated: November 2013
modify_a_disposal_schedule.htm

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