Associate a disposition schedule with an entity

Authorized users (Records Manager, Records Administrator, or Reviewer in Pro standard; Records Manager or Records Administrator in DoD or Base) can associate a disposition schedule with a record category or record folder at any point in time. Child containers inherit the disposition schedule as described below.

Disposition schedule propagation

When you associate a disposition schedule after creating the category or folder, you can propagate the schedule to its child containers in the following ways:

Associate a disposition schedule with a record category or record folder

You can associate a disposition schedule with a record category or record folder at the time of creation or later. Procedures for associating a disposition schedule at time of creation are included in the topic on adding the container. For record categories, see Step 2: Set Disposition. For record folders, see Step 3: Set Disposition. Use the following procedure to assign a disposition schedule for the first time after creation. See Change the Disposition Schedule Associated with an Entity to change an existing schedule.

To associate a disposition schedule later  

  1. Navigate to the container whose disposition schedule you want to assign and click its Get info icon.
  2. Click Disposition in the left panel.
  3. Click Browse Schedule to select a disposition schedule.
  4. The Select Disposition Schedule page displays with a list of disposition schedules. Click Select beneath the name of a schedule.
  5. After you select a disposition schedule, a new drop-down menu appears. Select the appropriate option to indicate how you want to propagate the new disposition schedule to child containers. See Disposition schedule propagation above.
  6. If desired, enter Disposition Authority information as required by your organization's compliance rules.

    NOTE  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.

  7. Click Apply to save the modifications.
  8. Click Exit to close the page.

NOTE  Records associated with a record type might have a different disposition schedule than their parent container. The disposition schedule associated with the record type takes precedence over the container's schedule. However, when you run sweep, a disposition conflict warning message is logged in the sweep log file if the schedule associated with the parent container has shorter cutoff retention period than the schedule associated with the record type.