The Interim Transfer workflow ensures that the home location of a physical entity, or the location of an electronic entity, is changed. The workflow changes the home location 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 is manually transferred to the new location.
The Interim Transfer workflow runs 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 the disposition workflow topic.