You are here

Completing record events

If a retention schedule has event-based steps, then you need to complete those events before the schedule can move on to the next step. Some steps are automatically completed but most of them you need to complete manually.
  1. Click the title of a record in the File Plan.

    The record details page is displayed. All incomplete events for the current schedule step are displayed.

  2. Click Complete Event.
  3. In the complete Event box select a date and time for the completion of the event.
  4. Click OK.
When all incomplete events are complete the record can move onto the next step in the schedule.

Sending feedback to the Alfresco documentation team

You don't appear to have JavaScript enabled in your browser. With JavaScript enabled, you can provide feedback to us using our simple form. Here are some instructions on how to enable JavaScript in your web browser.