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The life cycle of a record is controlled by either time-based or event-based triggers that are set in the retention schedule. You can edit events and create entirely new ones. When you create an event, you can't delete it.
Events are triggered when actions occur on a record or folder, such as it being versioned, cut off, closed, superseded, or obsoleted. All events belong to one of the following event types:
  • Simple - a standard Records Management event
  • Obsoleted - an item is invalid or out of date and is generally not replaced
  • Superseded - an item is invalid or out of date and is to be replaced with a current record
  • Cross Referenced Record Transferred - a record that is cross referenced is transferred

The following default events are available in Records Management:

  • Abolished - Simple
  • All Allowances Granted Are Terminated - Simple
  • Case Closed - Simple
  • Case Complete - Simple
  • No longer needed - Simple
  • Obsolete - Obsoleted
  • Redesignated - Simple
  • Related Record Transferred to Inactive Storage - Cross Referenced Record Transferred
  • Separation - Simple
  • Study Complete - Simple
  • Superseded - Superseded
  • Training Complete - Simple
  • WGI action complete - Simple

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