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 resultsWorkflow |
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:
- Select the Disposition tab.
- Click Disposition Schedules:

- Select Get Info for the schedule
you want to modify.
- 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.
- 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.
- On the Phases page, select the title
of a phase you want to modify.
- Click Add New to add a phase, or
select the check box in the Remove column.
- When finished with all changes, click Apply.
- After noting the changes reflected in the next sweep run,
click Exit.
- 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.