Approving Folders for Destruction or Purging - Approving Folders for Destruction or Purging - OnBase - Records Management - OnBase/Records-Management/Foundation-23.1/Records-Management/Usage/Usage-Client-Module/Records-Management-Administration/Approving-Folders-for-Destruction-or-Purging - Foundation 23.1 - Foundation 23.1

Records Management
Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:lastPublication
2025-01-02T15:16:57.212000
ft:locale
en-US

In some cases, folders will need approval for destruction or purging. To approve a folder:

  1. In the OnBase Client, select Admin | Records Management | Administration. The Records Management Administration window is displayed.
  2. Select Awaiting Approval from the drop-down list.
  3. Select the appropriate folder(s). Folders on hold cannot be transitioned until the hold is removed.
  4. Right-click and select Transition to Final Disposition.
  5. Confirm the destruction or purge by clicking Yes.
    The Transitioning Folders window is displayed, indicating the progress of the destruction or purge.