If a retention schedule has event-based steps, then you need to complete those events
before the schedule can move on to the next step. Some steps are automatically completed but most
of them you need to complete manually.
-
Click the title of a record in the File Plan.
The record details page is displayed. All incomplete events for the current schedule step are displayed.
- Click Complete Event.
- In the complete Event box select a date and time for the completion of the event.
- Click OK.
When all incomplete events are complete the record can move onto the next step in the
schedule.