Editing events
To edit an event:
In the left pane, under Retention, select Events.
Figure: Selecting Event
Select the
kebab menu for the event you want to edit and then select Edit. Figure: Editing an event
In the Edit Event dialog that opens, make the necessary changes to the event.
Figure: Edit a event
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:
In the Type field, if Declare All Versions or Declare Latest Version is selected, the Requires Review option isn't displayed.
Figure: Requires Review option not available for Declare options
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.
Figure: Note that is displayed when automated is selected
Select Save.
Deleting events
To delete an event:
Under Retention, select Events.
Select the
kebab menu for the event you want to edit and then select Delete. Figure: Delete an event
In the Delete Event dialog that opens, select Confirm to delete the event. The event is deleted.
Figure: Confirm event deletion
Although you can delete events that are included in a schedule or schedules, we recommend that you don’t delete events that are applied to schedules. This is because, after deleting events, any tasks that are in In progress aren’t completed properly.
NOTE: If the event is added to a schedule, you can't delete the event and the following figure is displayed. In this case, remove the event from the schedule or schedules before deletion.
