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Disposal

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Location: Execution arrowrgray Final destination arrowrgray Disposal

 

Prerequisites:

Document (SE Document)

Optional:

Approved final destination form receiving

 

Overview:

The documents that do not have a secondary value (information, research, etc.) for the organization, can be deleted through this menu. Disposal is the deletion of archive, electronic file or of the document registered in SE Document, according to the organization criteria. To do so, the record retention schedule associated with Archive control of document category that will be deleted (no matter which record) must have the Final destination tab, duly configured. On this tab, also define the deadline that responsible users will have for this operation.

 

Specific buttons:

default

Click on this button to delete selected document. See more details about this operation in the Disposal section.

view

Click on this button to view the data screen of the document selected in the list of records. View specific documentation of the SE Document component for further details on the data screen of a document.

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.

 

If in the Configuration arrowrgrayp General parameters menu arrowrgrayp Physical file tab, the "Automatically send document to the archiving task after saving it in the system" option is checked, the document will continue to the first archiving step, it will advance directly to disposal, not needing to issue and receive the final destination form.

Use the "Search fields" to easily retrieve records based on specific information.