Alfresco Records Management 2.5 – Create retention steps

Alfresco Records Management 2.5 – Create retention steps

August 14, 2019 0 By Kailee Schamberger


To create retention steps, hover over a record category in the file plan and click View Details. The Category Details page displays, showing the retention schedule summary. In the Retention Steps section, click Edit. The Edit Retention Schedule page displays. Click Add Step to select a retention action. There are several actions, but only two of these are available to begin with. Cut Off is usually the first step in a retention schedule. Once a record is cut off, this triggers the records retention period. Next, select whether the action will be triggered after a period of time or when a specified event occurs. If you select after a period of time, select the time period after which the step action will take place. then enter a description for the step. and when you’re done, click Save. Now clock Add Step to add the next step in the schedule. You can see that more options are now available. If you select Destroy, then at the end of their life records are removed from the records management system and destroyed. Again, you need to select whether the action will be triggered after a period of time or when a specified event occurs. Click Add Event to select an event. If you select both, you can select for the event to occur either after whichever event is earlier or after both events have been completed. You can select to keep the record metadata after record destruction or to completely remove it from the system. Now enter a step description, and the click Save. When you’ve entered all the required steps, click Done. You return to the Category Details page which displays the retention steps. You can click View Description to the right of the step to view the description.