Creating a Record Policy

Record Policies are managed exclusively by Application Administrators.

To create a new Record Policy, navigate to the appropriate Administration screen and access the Custom Object Definition, Folder Definition, or Classification as needed. If Records Management is enabled, a Disposition tab will appear on the Add/Modify screen. Select Add Policy to initiate the creation of a new Record Policy. The Record Category serves as the user-friendly description of the policy, while Filter Criteria specify the conditions that determine policy applicability for a particular record. Fields within the policy can be configured to launch Disposition Approval Workflows and calculate the Disposition Date for each record.