To create an event:
In the left view pane, under Retention, select Events.
Figure: Select Events
Select Add Event.
Figure: Selecting Add Event
In the Add Event dialog:
Enter the event name in the Title field. You can enter any name of your choice.
(Optional) Enter the description in the Description field.
Figure: Add title and description
Select type from the Type drop-down. Declare All Versions is selected by default.
Figure: Select event type
Select Automated if you want to declare or destroy documents (latest or all versions), or make the workspace or folder read-only automatically when the criteria is met.
Figure: Selecting Automated
IMPORTANT: When records are destroyed, they are deleted from iManage Work at cloudimanage.com and cannot be retrieved or restored.
Records aren't destroyed immediately when events to destroy records are created, or added to a schedule, or applied to workspaces, folder, or sub-folders. Records are destroyed when tasks defined by these destroy events are manually or automatically executed.
NOTE: When Records Managers select Automated, the note is now updated to indicate that automation is run once a day, as shown in the following figure.
Select Requires Review if the event requires review. If the events require a review, Disposition reviewers can view them on the Disposition Review page.
Figure: Selecting Requires Review
NOTE: In the Type field, if Declare All Versions or Declare Latest Version is selected, the Requires Review option isn't displayed.
For more information about what happens to events when automated or requires review is selected or not selected, refer Understanding the Automated and Requires review options.
(Optional) If the event type Make workspace/folder read-only is selected, then select Transfer Workspace/Folder Ownership option to transfer the workspace or folder ownership.
Figure: Selecting transfer ownership
In the New owner field, select the new owner.
Figure: Selecting new owner
NOTE: This step is applicable if the event type selected is Make workspace/folder read-only.
Select destruction time from Destruction Timing drop-down. There are two values available.
The Destruction Timing drop-down is available only when you select Destroy All Undeclared Versions or Destroy All Declared Versions.
Exact Date: Select this option to destroy the records on the date specified by the retention policy. The exact date will begin destruction on exactly the day the content meets retention, according to the schedule.
End of Month: Select this option to destroy the records on the last day of the month. End of month date destroys at the end of the month when the content meets retention according to the schedule.
When this option is selected, email notifications are minimized, however, reminder notifications are still sent.Figure: Selecting destruction timing
Select the period. This field determines the amount of time before the event occurs. Enter the appropriate number, and then select the time period (Years, Months, or Days).
NOTE: If you select 0 (zero), the event will take place on the date in the specified date field and if the date is passed, the event will take place immediately.
(Optional) Enter the legislation or business rule in the Authority field.
(Optional) Enter notes information in the Notes field.
NOTE: You can enter text in the Authority and Notes fields.
Select Add to create the event.