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Question

Question

Recognizing documents deleted by Records Management Actions, as opposed to one that was brought in wrong.

asked on September 22, 2016 Show version history

We are new to Laserfiche since 2014.  Our retentions are usually 5 years or more, however, we wanted to see how the process plays out when a record reaches its final disposition stage.

We placed some documents in Record Series folders specifically for doing this and gave them a one year retention.  We now want to take these documents through the steps and see what it looks like. 

I recently deleted some of them using the Records Management Actions steps.  I now see the red X on them that indicates the images were deleted.  When I open them, the metadata is there (as desired) and the image page says, "This document contains no pages."

Now, in thinking about staff completing a search and coming up with an empty document like this, I know this is going to confuse them.  "What is wrong; why can't I see the pages?"

QUESTION:  Other than the options in Web Access for viewing the status of Records Management, is there any way (in the Client) that a user can tell that this document had reached its final disposition and was deleted as per records retention policies?  They are likely not going to notice the red dot on the icon.  Only a records mgmt. clerk (me) is going to notice (and know) what that is.

If not, I would like to recommend that something be added somewhere, like in the Properties or in the Metadata that would state Final Disposition:  Destroyed (and a date), but really it would be great if any user could see something immediately if they find themselves opening a document that is blank and it is blank because it had been deleted due to the Final Disposition stage.

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Replies

replied on June 15, 2023

We have just destroyed documents for the first time and I feel exactly like the person in the previous post.  Other than the icon with a red X, there is no way for a person doing research to know that this document was destroyed in the normal course of business according to our retention schedule.  Is there a way to customize the message "This document contains no pages"?  Can we update the Physical Location field to change to "Destroyed"?  Could the Disposition Date become the destruction date?

Otherwise, researchers will not understand why there are no pages.  Also, if only one document is in search criteria, the record opens automatically and you won't see the icon with red X.

Thank you for any input to improve this scenario.

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