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.
Discussion
Discussion
Clarification for Records Management
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!
10.4.2.297
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.
Justin, The web client looks accurate. I suggest that the administration guide also be updated to specifically address this scenario clearly.