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Media burning form receiving

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Task:

Media burning form receiving

Who is notified:

Users responsible for the recording of the media burning, defined in the record retention schedule associated with the document.

When:

The issue of a media burning form is performed.

Purpose:

Verify if the documents contained in the form must really be burned to media and confirm the receiving.

 

How to execute this task:

 

1.

In the list of pending records, select the media burning form that will be received.

 

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After that, click on the default button on the toolbar.

 

3.

At this point, the system will display the transfer form screen. The ID # and Title fields are filled in by the system with the respective information of the form. The receiving deadline was set in the record retention schedule associated with the category of the document to which the form refers, or during the issuing of the form.

 

In the Receiving section of the General tab, select the "Yes" option to approve or the "No" option to reject the receiving of the transfer form and enter an opinion on it. If the option checked in the Approve field is "No", filling out this field will be mandatory.

 

See below a detailed description for each displayed tab:

 

4.

After filling out the necessary fields, save the record:

If the transfer form is rejected, the Rejected media burning task will be generated for those responsible for it.

If the transfer form is approved, the system will question if you wish to preview the printing report. Choose the desired option:

oOK: The media burning form will be available for archiving and a report on it will be displayed, allowing for it to be printed.

oCancel: The Media burning task will be generated for those responsible for it, and a report will not be generated.

 

If the "Change document permission after receiving the transfer form" option is checked in the Configuration arrowrgrayy General parameters menu arrowrgrayy Physical file tab, when the receiving is executed, only the users responsible for the archiving step can edit its data.