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Creating a new event

Records Management provides an extensive list of events, but it's easy to add to these.

  1. Click Events in the RM Admin Tools.
  2. Click New Event.

    The New Event page displays.

  3. In the Name field, enter a name for the event.
  4. In the Type field, select the event type from the following:
    • Simple - a standard Records Management event that must be manually completed by a user
    • Obsoleted - an event that is automatically completed when a record is obsoleted by another record based on their relationship
    • Superseded - an event that is automatically completed when a record is superseded by another record based on their relationship
    • Cross Referenced Record Transferred - an event that is automatically completed when a cross referenced record (based on their relationship) is transferred
    • Versioned - an event that is automatically completed when a record is versioned
  5. Click Save.
The new event displays on the Events page.

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