Open Retention > Shredding Batches(this opens domain 262). Image AddedClick New Shredding Batches to create a new shredding batch. Note: You can search for the an existing shredding batches batch in the Shredding Batches domain. If you click 'Submit' (fromCore) or Search (Connect) to load results, all existing shredding batches will be returned. Image RemovedImage AddedIn Provide the following Details (1), provide the following information for a new shredding batch: Description. Enter - a name of the shredding batch you are creating .(usually the creation date) Notes. Enter - notes that pertain to the shredding batch.Editable. Set Status - set the value to Yes to add new document records to the batch. When set to No , the content of the batch cannot be altered. Approved for Shredding. Set the value to Yes to shred the batch. User. Enter a user name for a new shredding batch.New for a new batch User - the compliance team user, who must review and approve the new shredding batch
Click Save (2) in the upper-right corner to save changes. Image RemovedImage Added Tip |
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Created! A new shredding batch appears in the list of batches in the Shredding Batches domain. |
Preview the document for a shredding batch and then click Save and Close in the upper-right corner. Tip | Tip: A new shredding batch appears in the list of batches in the Shredding Batches domain. |