Configuring WebCenter Records 12.2.1.3.0

Configuring WebCenter Records  12.2.1.3.0 

Now Records is a part of WebCenter Content itself.

So for the first time we need to configure the Records in WebCenter Content as below.

Here select all the features and then click submit button as below

Next you will be getting new tab “Records” as below

And when you click on the Rights link in the Records it will display all of the Records Manager’s rights and Retention Manager Rights as in the above screen and you can hide or create Records & Retention Rights and as you like 

We can setup a favorite for yourself as below

We can setup a dashboard for all of the users as below

We should click on the “Action” and click on “Save as Home page” as below.

If we wanted to check for the pending dispositions

If we wanted to check for the screening Reports , custom Reports and Freezes ,click on the schedules link as below 

After that if you wanted to migrate your Records management configurations and setup use Import/Export link as below

We can check the Audit trial as below

If we wanted to setup a Retention Schedule, you can do it as below give all the details and click on "Schedule" button 

In the configure audit we can create audits as below

In the configure audit we can create audits as below

After that you can configure a "Disposition Action" as below

We can create disposition actions as below by clicking on the create button

We can set a checklist as in below picture

We can create the profiles for the Retention Categories and Record folders and content etc as below

We can setup the Meta-data as below

And in the last we can process the batches as below