You can customize IBM® Enterprise Records processes by modifying the associated workflows, which define a sequence of activities to be accomplished for a business process.
IBM Enterprise Records workflows provide a representation of business processes and are developed using the existing PE features. IBM Enterprise Records workflows are designed in such a manner that you can customize them by the addition of new steps or removal of existing steps to fulfill varying records management requirements. You can use various types of RM workflows, such as Disposition, Vital Record Review, Create Record Folder, and Physical Record Management. Disposition workflows include Screening, Export, Two Step Transfer, Interim Transfer, Cutoff, and Destroy.
RM workflows can be launched by calling the appropriate method from the existing set of launch interfaces with defined input parameters. Separate launch interfaces have been defined to cater to different types of RM workflows. For example, the Cutoff workflow is launched through the DisposalSweep utility, which is configured to execute at a scheduled time. However, if the isScreeningRequired value of the disposition schedule is set to true, the Screening workflow will be launched first before Cutoff workflow. Other workflows such as Destroy, Transfer, Interim Transfer, and Export are launched using the Initiate Disposition link in the UI. However, if the isScreeningRequired value of a phase is set to true, the Screening workflow will be launched first before the workflow associated with the phase. For launching disposition workflows, the RM API sets three parameters: GUID, ObjectStoreID, and Reviewer. These parameters are described in the following table:
Parameter | Description |
---|---|
GUID | Refers to the GUID of entities that are to be shown in a workflow. This contains all the entities sent in one batch. |
ObjectStoreID | Refers to the object store ID. |
Reviewer | Refers to the user who will review the entities in the Review step. |