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Events

The life cycle of a record is controlled by either time-based or event-based triggers that are set in the disposition schedule. You can edit events and create entirely new ones.
Events are triggered when actions occur on a record or folder, such as it being versioned, cut off, closed, superseded, or obsoleted. All events belong to one of the following event types:
  • Simple - a standard Records Management event
  • Obsoleted - an item is invalid or out of date and is generally not replaced
  • Superseded - an item is invalid or out of date and is to be replaced with a current record
  • Cross Referenced Record Transferred - a record that is cross referenced is transferred

The following default events are available in Records Management:

  • Abolished - Simple
  • All Allowances Granted Are Terminated - Simple
  • Case Closed - Simple
  • Case Complete - Simple
  • No longer needed - Simple
  • Obsolete - Obsoleted
  • Redesignated - Simple
  • Separation - Simple
  • Study Complete - Simple
  • Superseded - Superseded
  • Training Complete - Simple
  • WGI action complete - Simple