Add an action

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

  1. Select the Configure tab.
  2. Click Actions.
  3. Click Add Action.
  4. Enter a name (up to 20 characters) and a description for the action.
  5. 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 Modify a disposition schedule.

    For more details about the high-performance tuning and other best practices, consult the IBM InfoSphere Enterprise Records section of the IBM FileNet P8 Performance Tuning Guide. You can download this guide from the IBM FileNet P8 Platform publication library.

  6. Click Associated Workflow to select a workflow to be started for the action.

    The following workflows are provided with IBM InfoSphere Enterprise Records, but your administrators might have added others:

  7. Click Select from Versions below the workflow name.
  8. Click Select below the appropriate version.
  9. Click Finish.