You are viewing limited content. For full access, please sign in.

Question

Question

Remove an RME event using Workflow

asked on January 24, 2020

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

0 0

Replies

replied on January 24, 2020

Are you on Workflow 10.4.1? 10.4.2 added the "uncutoff" action to the RM activity.

1 0
replied on January 24, 2020

This does result in the desired behavior, however, getting rid of the event entirely doesn't make much sense to me. It would make more sense to keep a history of cutoff and uncuttoff events. In our process we may terminate and rehire an employee multiple times and it would be nice to keep a record of the full lifecycle of the document. 

When I think of Uncutting off a document, I would assume the behavior would be to keep the cuttoff event and allow the document to be cuttoff again immediately.  

Also, if the record has not been cutoff yet, this does not work. This might happen in a case where records are reviewed on January first and a seasonal employee is terminated on February 28 and re-hired December 1.

 

0 0
replied on January 24, 2020

Hi Justin,

It sounds like you have two possible approaches here for dealing with the re-hired temp worker scenario. Either their original records remain the master records (in which case you perform uncutoff on them and reset their active status) or they now get a new set of master records (in which case the original ones continue on to their normal retention resolution and now you're working with a new set). Based on your questions, it sounds like you're going with option 1, in which case - for the purposes of calculating future retention rules and eligibility - the original events are no longer relevant. Everything will be re-calculated based on new future events, and that's why they are no longer displayed when specifically looking at retention definitions and life-cycle. However, you can still see a record of all events and modifications on that entry in Audit Trail for a full life-cycle view.

If you feel that it's critical to keep the original termination for purposes of retention, you may want to consider the second approach instead.

0 0
replied on January 24, 2020

This makes sense, keep the RME tab clean by only having information relative to the current retention cycle, but keep a full history of the documents life cycle in the audit logs. 

Thank you!

1 0
replied on January 28, 2020

"Also, if the record has not been cutoff yet, this does not work. This might happen in a case where records are reviewed on January first and a seasonal employee is terminated on February 28 and re-hired December 1."

 

This is now the issue we are running into. We run a search yearly on December 31 to check for records that can be cutoff. We have seasonal employees that work from Nov 1 - Jan 31. Their records never get officially cut off and therefore whenever we try to refile their docs it just throws warnings and doesn't remove events. 

0 0
replied on January 28, 2020

You can get the cutoff status of the record as a property in Find Entry. Then you can have your workflow take different paths. If it's been cutoff, undo the cutoff. If it hasn't been cutoff yet, skip the uncutoff.

 

0 0
replied on January 29, 2020

Then we would have an active employee record routed to the active employee section with a termination event attached to it. 

0 0
replied on October 8, 2020

We have a similar situation where we need to remove Cut Off Instructions from folders, where they have have not been Cut Off. I tried the task, Set Cut Off Instructions with no Cut Off Instruction selected, but that did not work either.  Any ideas? Script?

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.