There might be a situation when the disposition schedule
associated with an entity is not serving the required purpose. You
want to associate some other disposition schedule with that entity.
Also, when an entity is inheriting a disposition schedule from its
parent entity and later you want it to be associated with a different
schedule. A schedule different from the parent. Finally, you might
want to clear an existing disposition schedule until later.
About this task
Assigning a different disposition schedule when affected
entities are already cutoff changes their previous disposition. Disposition
Sweep discards previous calculations and starts over using the new
disposition schedule. Associating a new disposition schedule with
an entity can be done by authorized users. These users are Records
Managers or Records Administrators is DoD or Base, or Reviewers in
Pro standard.
Procedure
To change the disposition schedule assigned to a container:
- Go to the entity whose disposition schedule you want to
change and click its Get info icon.
- Click Disposition.
- There are three possibilities. You can review the information
pages of any assigned schedule by clicking its Get Info icon.
- A disposition schedule might already be inherited. The Inherit
box is selected. To break the inheritance link and set a new schedule
click Browse Schedule or Clear Schedule.
- A disposition schedule might be listed but the Inherit box is
not checked. To use it and set the inheritance link between parent
and child, click Inherit. To assign a different
schedule, click Browse Schedule or Clear Schedule.
- There might be no disposition information. To set a disposition
schedule, click Browse Schedule.
- On the Select Disposition Schedule page, click Select beneath the name of a disposition schedule.
- At the new menu, select the appropriate option to indicate
how you want to propagate the new disposition schedule to child containers. When you assign a different disposition schedule, you can propagate
the schedule to its child containers in the following ways:
- If wanted, enter Disposition Authority information as required
by the compliance rules of your organization.
Attention: By default, the disposition authority specified for
the selected disposition schedule is automatically assigned as the
disposition authority for the container. If a disposition authority
is not set for the selected schedule, the disposition authority that
you set for the container is applicable. If a disposition authority
is set when the container is created with no assigned disposition
schedule, the disposition authority of the schedule overrides the
disposition authority set earlier.
- Click Apply to save the modifications.
Results
To change the disposition schedule assigned to a record
type:
- Go to the record type (in the Disposition tab) and click its Get info icon.
- Click Disposition Instructions and select
a disposition schedule (click Select beneath
its name).
- Click Apply.