The new Workflow activity to set Records Management properties is great, however, I am struggling to find the best course of action for the following Scenario:
When documents are filed for an employee, the cutoff instructions (Time + Event) and retention schedule (3-7 years after event) are automatically applied. Then, when an employee is terminated, we move their documents to a terminated folder structure and set a Termination Records Management Event.
This all works great and exactly as expected, at the end of the year, a search is done to find out which employees were terminated, and their records are cut off.
The trouble is that a lot of these employees are seasonal and may or may not come back next season. What would be great is while running a rehire workflow, to have the ability for workflow to remove the terminated cutoff event so that we can refile the employee as active without the termination event remaining on their records.
Is there a way to do this in workflow? Is this a feature on Laserfiche’s radar? Or am I thinking about this incorrectly and are there suggestions of ways to do this instead.
Thanks,
Justin