To set the review mode, do the following:

  1. In the left view pane, under Service, select Settings.

    idm_new_46.png
  2. On the Setting page, select Disposition Review Settings.

    idm_new_45.png
  3. On the Disposition Review Settings page, under Review Mode, select one of the following:

    • Items are not destroyed until approval is received by an authorized reviewer

    • Item destruction is pre-approved unless denied by an authorized reviewer

NOTE: Changing this setting after initial configuration may disrupt active workflows. We recommend finalizing your choice during application setup and not to change it.

  1. Select Update Settings and then select Yes, Save to update the review mode settings.

  2. In the left view pane, under Retention, select Disposition Review.

    idm_new_20.png

When Items aren't destroyed until approval is received by an authorized reviewer option is selected, the status of the tasks for which review is required changes to Pending on the Disposition Review page as shown in the following figure. Authorized reviewers have to approve the tasks for the records to be destroyed. Records Managers can also approve the tasks, if needed.

idm_new_47.png

When Item destruction is pre-approved unless denied by an authorized reviewer is selected, the status of the tasks for which review is required and which are eligible for destruction changes to Pre-approved on the Disposition Review page as shown in the following figure. Authorized Disposition reviewers and Records Managers can deny the tasks. If the tasks aren't denied, then the destruction task will be executed.

idm_new_48.png