Page Comparison

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1. From the Rules menu, select Outcomes
2. Select Add New Item
3. Populate the Outcome form
   • Title: Provide a title for the outcome. Try and use a descriptive title as it will help with identification when creating rules. Tip Use the classification, action, retention period and disposal class number (as per example 1)
   • Classification: Select the classification given to records using this Record Class. Use the Browsing Icon on the right hand side to select a valid classification. Note: Classification must have already been created in the term store.
   • Disposal Class Number: Provide the disposal class number
   • Disposal Class Description: Provide the disposal class description (not mandatory). These are sometimes referred to as scope notes.
   • Disposal Class Period: Provide the retention period or the period for which this disposal class applies. Note: If retention is keep permanently, populate this field with '0'
   • Disposal Class Unit: Provide the period unit used for the disposal class Note: If retention is to keep permanently then select Year'None'
   • Disposal Class Type:  Leave disposal class type as “calculated”
   • Disposal Class Action: Select a disposal class action (destroy, keep permanently, transfer, review). This action will be applied to records using the specified disposal class.
   • Disposal Class Trigger Date: Specify the name of the field used to calculate the disposal date. Definition: Trigger dates are utilized by RecordPoint to calculate retention periods for disposal/transfer/review. These date fields can be system generated for custom, to meet individual retention requirements. Examples of trigger dates include: Date created, date last modified, claim date and business closure. Note: If retention is to keep permanently then leave this field blank.
     Keep Permanently example
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4. Click Save

Example

1. Financial Management – Accounting – Destroy – 5 years –Date Created
   This means the disposal class outcome of files in the term group Financial Management and term set Account will be destroyed 5 years from the specified trigger date ‘Date Created’.
2. Legal Services – Advice – Review – 7 years – Last Modified

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