Actions are used with a workflow to perform some operation
on an entity as part of its disposition, as in a destroy workflow,
for example. You can add an action by selecting an action type and
workflow. Only a System Administrator or a Records Manager can create
an action.
To add an action:
- Select the Configure tab.
- Click Actions.
- Click Add Action.
- Enter a name (up to 20 characters) and a description for
the action.
- From the Action Type menu, select
the type of action: Review, Export, Transfer, Destroy, Interim Transfer,
Cut Off, Vital Review, or Auto Destroy. The Auto
Destroy action does not have an associated workflow. If
you select Auto Destroy, click Finish.
After you create the Auto Destroy action, update
the legacy disposition schedule to use Auto Destroy by
changing the Phase properties. To update the phase properties, see Modifying a disposition schedule.
- If you select the Auto Destroy action,
the Auto Destroy Containees not on hold check
box is displayed. Use Auto Destroy to automatically
destroy all entities in a container that are not on hold. This option
performs an auto destroy on all containees not on hold, while still
preserving the on-hold containees.
- If this option is not selected, the entities in a container that
has entities that are on hold are not destroyed.
- If this check box is selected and if the record structure permits, sweep
-autodelete will switch to its high-performance processing
mode. Be aware that there cannot be any multi-filed records in the
object store in order to trigger high-performance processing for the Auto
Destroy action.
For more details about the high-performance tuning and other
best practices, consult the IBM® Enterprise
Recordssection
of the IBM FileNet® P8 Performance Tuning
Guide.
- Click Associated Workflow to select
a workflow to be started for the action. The following
workflows are provided with IBM Enterprise
Records,
but your administrators might have added others:
- Cut Off Workflow
- Destroy Workflow
- Export
- Export Workflow With Mapping
- Interim Transfer Workflow
- Interim Transfer Workflow With Mapping
- Disposition Review Workflow
- Screening Workflow
- Two Step Transfer Workflow
- Two Step Transfer Workflow with Mapping
- Vital Record Review.
- Click Select from Versions below
the workflow name.
- Click Select below the appropriate
version.
- Click Finish.