An event defines a specific action to be taken on a record. When you create an event, you configure:

• Type: The action the event performs. The available event types are:

  • Declare All Versions

  • Declare Latest Version

  • Declare Latest Version Destroy Undeclared

  • Destroy All Undeclared Versions of a Declared Document

  • Destroy All Declared Versions

• Automated: When selected, the application declares or destroys documents automatically when the criteria is met. When this option isn't selected, Records Managers have to manually process the tasks before they are run.

• Requires Review: If the event requires review, Disposition Reviewers can view it on the Disposition Review page.

• Destruction Timing: Either Exact Date (destroy on the precise date set by the retention policy) or End of Month (destroy on the last day of the month). The exact date will begin destruction on exactly the day the content meets retention, according to the schedule.
  End of month date destroys at the end of the month when the content meets retention according to the schedule.

• Period: The amount of time before the event occurs (entered as a number of years, months, or days). If set to 0, the event takes place immediately, when applicable.

After creating events, group them to create a complete retention schedule that is to be applied to workspaces or folders. You can create as many as events you want and apply the same event to multiple schedules.

The Events page in iManage Disposition Manager displays all the events that are created. In the Events page, you can

• Create new events using the Add Event option

• Edit or delete events using the Edit or Delete options

• View the event timeline using the Timeline option