Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Tip: A new shredding batch appears in the list of batches in the Shredding Batches domain

.

Previewing a document for shredding batches
Rw ui steps macro
Rw step

Open Retention > Shredding Batches(this opens domain 262).

shredding_batches_menu.pngImage Added
Rw step

Click 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.

Creating new shredding batchesImage Removednew_batch1.pngImage Added
Rw step

In 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.

Providing information for a new shredding batchImage Removednew_batch2.pngImage Added
Tip

Created! A new shredding batch appears in the list of batches in the Shredding Batches domain.

Rw step

Preview the document for a shredding batch and then click Save and Close in the upper-right corner.

Tip