There might be a situation when the disposition schedule
associated with an entity is not serving the required purpose and
you want to associate some other disposition schedule with that entity.
Another situation might be when an entity is inheriting a disposition
schedule from its parent entity and later you want it to be associated
with a different schedule rather than that of the parent. Finally,
you might want to clear an existing disposition schedule until later.
Assigning a different disposition schedule
when affected entities have already been cut off 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
(Records Manager, Records Administrator, or Reviewer in Pro standard;
Records Manager or Records Administrator in DoD or Base).
To change the disposition schedule assigned to a container:
- Navigate to the entity whose disposition schedule you want
to change and click its Get info icon.
- Click Disposition in the left panel.
- 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 have been 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 may 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 desired, enter Disposition Authority information as
required by your organization's compliance rules.
Attention: By default, the disposition authority specified for
the selected disposition schedule will be 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 will be applicable. If a disposition authority
was set when the container was created but no disposition schedule
was assigned, the schedule's disposition authority will override the
disposition authority set earlier.
- Click Apply to save the modifications.
To change the disposition schedule assigned to a record
type:
- Navigate to the record type (in the Disposition tab) and click
its Get info button.
- Click Disposition Instructions and select
a disposition schedule (click Select beneath
its name).
- Click Apply.