Each component in the iManage Disposition Manager left pane performs specific functions. The components and their primary functions are described as follows:

  • The File Plan page is visible to both Records Managers and Disposition Reviewers and gives a high-level view of all the libraries, clients, workspaces, folders, and records.

NOTE: The libraries, clients, workspaces, folders, and records structure in iManage Disposition Manager mirror the structure in iManage Work at cloudimanage.com. If you've applied a retention schedule and assigned disposition reviewers in iManage Work at cloudimanage.com, this information is displayed in iManage Disposition Manager.

Records Managers and Disposition Reviewers can see only the libraries, clients, workspaces, folders, and records to which they have access.

  • The Holds page is visible only to Records Managers and can be used to view all the holds available, create new holds, and modify or delete existing holds.

  • The Destroyed Records page is visible only to Records Managers and displays all the workspaces, folders, subfolders, and records that iManage Disposition Manager has destroyed.
    Records Managers can also view timelines of the destroyed record. The timelines are available at workspace, folder, and record level and provide information about what schedules were applied to the records, what holds were applied (if any), and when the records were destroyed.

IMPORTANT: When records are destroyed, they're deleted from iManage Work at cloudimanage.com and can't 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, folders, or subfolders. Records are destroyed when tasks defined by these destroy events are manually or automatically executed.

  • The Schedules page is visible only to Records Managers and can be used to view all the schedules available, create new schedules, and modify or delete existing schedules.

  • The Events page is visible only to Records Managers and can be used to view all the events available, create new events, and modify or delete existing events. Events should be added to schedules so that specific action can be taken on the records.

  • The Disposition Review page is visible to Records Managers and Disposition Reviewers. It shows records scheduled for destruction—either pre-approved, denied, approved, or pending approval—based on the review mode set in Disposition Review Settings.
    Disposition Reviewers can approve or deny tasks, if required, on the Disposition Review page.

NOTE: If records need to be approved and either Disposition Reviewers aren't available or the records are past the set time, Records Managers can approve the tasks. Additionally, they can approve tasks that were previously denied.

  • The Reports page is visible only to Records Managers and can be used to view all the reports, download existing reports, and create and download new reports.

  • The Tasks page is visible only to Records Managers and can be used to view all the triggered tasks in the Trigger tab, upcoming tasks in the Upcoming tab, and tasks that weren't completed due to errors in the Errors tab.

    Records Managers can recalculate upcoming tasks or run upcoming tasks if the criteria are met in the Upcoming tab. They can also add additional reviewers, and approve or deny tasks in the Upcoming tab.