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Document Retention: Hands-On Lab

SECTION 1: Questions, Comments & Feedback

01 Getting Started

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

02 Final Assessment

There may be consequences for not keeping records long enough, or by destroying them improperly. The Document Retention module assists with retention and removal of documents from your OnBase system and helps keep you compliant.

In this hands-on lab you will first create a processor that will dispose of documents after a set time period - no questions asked (static retention). Then, you'll make a processor that will send your documents to OnBase Workflow to help evaluate whether they should be disposed of or kept (dynamic retention).

Lab versions available with this course: OnBase Foundation EP1 and EP3

Important:

  • For the best experience, please DO NOT use Firefox or Safari while completing this lab.

  • Using a VPN while taking this lab could negatively impact your outcome and/or experience. Please disconnect from your VPN before launching.

  • OnBase
  • eLearning
  • P1801
  • Beginner
  • Development
  • 1 hr
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Document Type Retention Options
  • Purging Processors
  • Evaluation Processors
  • Document Retention Workflow Actions
  • Certificates of Destruction