Purpose
You use this program to start the disposal of objects (file planclasses, folders and documents) in Records and Case Management. Thedetermining factor for the disposal of objects is defined in thedisposal rule assigned for each object. This controls the lenth of timethe object is held in addition to other aspects of the object.

Prerequisites

• You have defined disposal rules in the Customizing of Records and Case
Management and assigned the rules to the corresponding objects in thefileplan.

• The program run can only be executed for users with the roles TNA
document manager or TNA administrator.

Features
The disposal process is divided into subsequent steps. The first stepdetermines the objects whose effective disposal data has been reached orhas passed. The determined objects are distributed to four tab pages (
Review, Export, Destruction, Transfer) inaccordance with the handling required. In the following steps youexecute the disposal one after the other, separately in accordance withthe disposal action. To do this, you select the objects you want toprocess further in a hit list. Objects for which a disposal lock is setare excluded from further processing - these objects are flagged with alock symbol in the hit list. You should execute the following activitiesin the relevant disposal actions:


• Review

This action determines where the object will be located. You define a afollow-on action by assigning a new disposal rule for all objectsselected.

• Export

With this action, all the objects selected are stored or copied into anexport destination. The object continues to exist in Records and CaseManagement. Exported objects get the export status Waiting forConfirmation. You can change this status using reportRMPS_PRO_DISPOSAL_TRANSACTIONS to Export confirmed.
Note: The actions export and transfer only allow objects with exportstatus Export confirmed to be destroyed.

• Destruction

This action deletes the selected objects in Records and Case Management.This means that these objects are not exported.

• Transfer

This action ensures that the two actions Export and Destruction arelinked to each other. The process is divided into two steps:
In the first step you export the objects to the export destination.
In the second step you must confirm that the export of the objects wassuccessful by changing the export status to Confirm Export. Asthis is linked to the status change, the deletion of these objects istriggered in Records and Case Management.
Export Destination and Exporting Objects
As an export destination you choose a local directory at your workplace.With the export the hierarchical reference of fileplan classes, folders,parts and the documents held in them are also specified in thehierarchically ordered folders and subfolders. An XML file is created inthe same folder for each object in which the attribute values are saved.
Reporting for disposal
For the evaluation of the disposal rules used (active disposal rules),objects to be disposed of and objects with a disposal hold are availablein report RMPS_PRO_DISPOSAL_REPORT.
For the evaluation of objects already disposed of, you can use reportRMPS_PRO_DISPOSAL_TRANSACTIONS.

Selection
You can limit the selection run to individual fileplan classes in thefileplan. If you do not set any limitations, the selection run takesplace using the whole fileplan.

Output
You can see the hit list for the relevant disposal actions on thetabpages. By double-clicking on a line you can display the attributevalues of an object on a separate screen.

Activities
Start the program run.
Define your selection of the objects to be checked in the fileplan andchoose Select Objects.
Choose a selection of objects to be processed in the hit list (for therelevant action on the corresponding tab page) and choose StartProcess.
Define more parameters (for example, for the action Export theExport Destination), irrespective of the action. Enter a comment entryand execute the disposal (for example Start Export).
Confirm the execution of the relevant disposal action and define thelocal directory for the actions Export and Transfer.