Summary
We covered the following concepts in this chapter:
How lifecycle steps like record declaration, cutoff, retention, transfer, and destruction work
How to create an export package to respond to a legal request
How transfer and hold packages are accessed directly from File Plan links
How to create a File Plan Report
What various status icons, including cutoff, transfer, and destruction mean
In the "How does it work?" section, we dug into the internals of some items that included the following:
How and where the unique record ID is created when a record is filed
How Review Notifications are configured and what the process is for sending them
How the Lifecycle cron job is configured and how it automatically updates records and Folders based on their disposition schedules
How transfer packages are tracked within Records Management
How hold packages are tracked within Records Management
How transfer reports are generated and sent
In this chapter, we discussed in detail the different steps that make...
