Modify a disposition schedule

Once you have created 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 disposition sweep for all the entities with which the disposition schedule is currently associated. However, if you modify a phase of a disposition schedule that is currently being executed for one or more entities, then the entities in that phase will be pushed to the next phase, if any. If a removed phase is the last one in the schedule, entities in that phase will be marked as 'schedule completed' by Disposition Sweep. (However, Initiate disposition and Workflow start the schedule over.)

Workflow results from deleted phases

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.

To modify a disposition schedule

  1. Select the Disposition tab.
  2. Click Disposition Schedules: Disposition Schedules icon
  3. Select the Get Info button for the schedule you want to modify.
  4. Enter a Reason for the change and click Apply. This 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 left panel, select a page to modify, such as Disposition or Phases. If you need more information, see Define a disposition schedule.
  6. On the Phases page, you can select the title of a phase you want to modify, click Add New to add a new phase, or select the checkbox in the Remove column.
  7. When finished with all changes, click Apply.
  8. After noting that the changes will be reflected in the next sweep run, click Exit.
  9. In the case of updating disposition schedules to use Auto Destroy, you should specifically run a sweep at this time to complete this process. For more information, see Run Disposition Sweep for an Auto Destroy Action.