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Question

Question

Deleting Record Series/Retention Periods

asked on February 22, 2019

Hi all, 

 I am a newer Laserfiche user (3 plus months) and I am working to fully implement the records management module.  My predecessor had started this process, but had only got as far as setting up record series and retention periods so that it is available when entering metadata.  I have not been able to figure out how to delete these.  I am wanting to start from scratch so I can go through the process my self.  I am able to create new ones, just can't quite figure out how to delete the previous entries.  Thanks!

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Answer

SELECTED ANSWER
replied on February 22, 2019

Hi Peter,

If you mean deleting the retention rules themselves, you would do that in the administration console or web client management page. There will be a list of all defined retention rules and you can add or delete them. Note that you cannot delete items that are currently 'in-use'. You would need to unassign them first. If you need to find where a certain retention or cutoff instruction is being used, you can do so in the main search UI - there will be a 'records management' section in the search block drop down and you can search for entries with specific instructions assigned to them that way. 

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replied on February 22, 2019

Justin, 

 Thanks for the timely response. I now see how I am able to go in through the web client management page and edit the individual metadata fields. Thanks!

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