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

Discussion

Discussion

Clarification for Records Management

posted on September 27, 2021

When a retention schedule is assigned to a record folder without a cutoff instruction the record is not cutoff and remains active.  The records management actions panel shows the status of the folder as cutoff (see attached).   It should be made more clear in the manual, and absolutely more clear in the status display, that the record will proceed in it's retention period as an active record.

0 0
replied on September 27, 2021

Hi James,

Can you provide the specific version of the Windows Client that you are using? While the Laserfiche Server is backwards compatible with older versions of the Windows Client, those older versions of the Windows Client won't necessarily know about newer rule or behavior options to completely reflect those behaviors. Thanks!

0 0
replied on September 27, 2021

10.4.2.297

0 0
replied on September 27, 2021

Alright, thanks. It looks like the Windows Client should be accurately reflecting the state of the newer records management scenarios (such as retention settings without assigned cutoff instructions) as of 10.4.1, so there may still be a display issue there. I don't suppose you can confirm how it appears through the web client? Either way I'll file this to the team, thanks. 

0 0
replied on September 28, 2021

Justin,  The web client looks accurate.  I suggest that the administration guide also be updated to specifically address this scenario clearly.

 

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

Sign in to reply to this post.