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

- Select the Get Info button for the
schedule you want to modify.
- 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.
- 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 Defining a disposition schedule.
- 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.
- When finished with all changes, click Apply.
- After noting that the changes will be reflected in the
next sweep run, click Exit.
- 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 Running Disposition Sweep for an Auto Destroy action.