Required
To configure your disposal settings you need to be assigned either the Application Administrator or Record Manager role in Record Point.
This section only applies when the aggregation level disposal feature has been enabled for your tenant. For more information on this feature please refer to the Aggregation Based section in the documentation.
Introduction
The disposal experience can be tailored to your organization, making it easy for your record managers to make the right decisions. The disposal area in Record Point displays those records, record folders/files or boxes that have reached the end of their retention period. These views empower record managers to quickly identify and triage records through their disposal lifecycle.
Disposal configuration
Please ensure you have followed the steps below to configure aggregation level disposal for your organization. You can return to the disposal configuration later to make further changes.
- Click on the Settings icon
in the top right hand corner of Record Point.
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Click on Configuration in the left hand navigation pane and then General. Once clicked the settings will be as below.
- Choose whether to enable Record Folder/File or Box level disposals or both by sliding the toggle to the on (green) position.
- Once you have finished configuring your desired aggregation disposal level, click the Save button. Record Point will take a moment to get your disposal data ready so that you can start disposing aggregations. This process may take up to 24 hours. Please see Aggregation Based for more information.