The Automated and Requires review options enable you to select the right balance between operational efficiency (Automated) and human oversight (Requires review) based on the sensitivity and criticality of of the content to be governed.
When Automated is:
Selected: Eligible tasks are run once per day at 3:00 AM UTC.
Not selected: Tasks must be processed individually and manually by Records Manager before they are run.
When Requires review is:
Selected: The tasks must be reviewed by a
Not selected: Records are destroyed without review when the retention is met. The processing requirement will still be enforced, if selected.
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: The Requires review option isn't available for the following event types:
Declare All Versions
Declare Latest Versions
The following table describes what happens to events when a combination of Automated and Requires review options are selected or not selected.
Event type | Is Automated selected? | Is Required review selected? | Description |
|---|---|---|---|
| Yes | Not available | This event type is automated, meaning it'll declare documents when its criteria are met. For example, if the period defined is 30 days and the retention date field is close date and the close date defined is 20th April 2026. Then either all versions of the record are declared or the latest version of the record after 90 days from 20th April 2026. The automation runs at 3:00 AM UTC. |
No | Not available | The event type isn't automated, meaning Records Managers have to manually process the tasks before they are run. | |
| No | No | The tasks have to be manually processed by Records Manager, but don’t require any review by disposition reviewers even when they are mapped reviewers. |
No | Yes | The event type isn’t automated and requires review from a mapped reviewer and manual processing from Records Manager. | |
Yes | No | Requires manual processing from RM but no review from other users, even when there are mapped reviewers. | |
Yes | Yes | The event is automated but requires review from a mapped Disposition reviewer (for example, an attorney), if an active Disposition reviewer is available, before the records can be destroyed. Records Managers can also review and approve/deny records on behalf of Disposition reviewers. The Destruction task is triggered when:
|
NOTE: The tasks aren't executed if:
Holds are applied and the hold is still active and not expired.
Records Managers or mapped Disposition reviewers, if still active, have denied the tasks.