Creating the disposition schedule

Let's now look in greater detail at the steps needed to create a disposition schedule. The disposition schedule is best created and associated with the Category immediately when the Category is created. We'll see below that the addition or editing of a disposition schedule will have some restrictions once Folders and records begin to be placed into the Category.

The review

While strictly not part of the disposition, a review period can be scheduled for records that are filed under a Category. During the creation of the File Plan structure, we saw how reviews could be specified as part of the Category definition.

Once the Category is created, the information that specifies the review period is saved as metadata and can be changed at a later date:

The review period for a record is recurring. That is, after one review is completed, the next review will be scheduled based on the specified frequency of reviews. Reviews are typically associated with vital records...