Applying Disposal Actions

Owned by RecordPoint (Unlicensed)
Last updated: Dec 15, 2016
2 min read
 Article Contents

Once disposal approvals have been granted, actions can be applied. Depending on the approval status, an item can either be disposed as per the disposal schedule, rejected or unapproved. Generally, items that have been rejected should have additional instructions for resentencing or a hold order if unapproved.

This process will guide you through managing unapproved and rejected items before applying disposal actions. By default, the process will not advance to the disposal stage if there are unactioned or rejected items remaining in the batch.

Note: A resentenced item will be removed from the batch

All non-electronic items contained within the batch must have their assets destroyed before proceeding to disposal, a confirmation check box is required

The final stage of this process will queue all listed items for disposal. A Disposal Number and comments related to this action is required

At this stage, the batch has been queued for disposal. Refer to Manage Disposal Requests to view the status of these requests.

Apply Disposal Actions - Select Batch

In RecordPoint:

  1. Navigate to Dispose Records, select Apply Disposal Actions
  2. Select the batch to have action applied

Apply Disposal Actions - Manage Unapproved Items

Select Disposal Basket or View on batch to manage or action.

Manage

The following can be managed on the items in the batch:

  • View Items
  • View Contents
  • View Metadata
  • View Audit
  • Open Active Site
  • Export

Actions

The following actions can be applied on the items in the batch:

  • Approve/Reject
  • Resentence items
  • Remove from batch

Disposal Actions can also be applied here; approve/reject, resentencing or remove from batch

If there are items within a batch that require disposal approvals an email can be created to notify the approver. The Email functionality from the ribbon creates a link to all items selected for this view. The recipient can then go through and apply approvals or additional instructions for how an item must be treated. By default, a view is created to list all items in a batch.

  1. Go back to review disposal batch page
  2. Refresh this page to reflect changes i.e. approvals, resentencing
  3. Select batch and click Next

Apply Disposal Actions - Non Electronic Asset Destruction Confirmation

  1. Confirm that all non-electronic assets have been destroyed

Apply Disposal Actions - Dispose Items

  1. In the ribbon select dispose
  2. Enter disposal number
  3. Enter disposal comments
  4. Click Save
  5. Click Finish