[MNT-21133] Counting Retention Using the Event Trigger Date Created: 28-Nov-19  Updated: 12-Dec-19  Resolved: 12-Dec-19

Status: Closed
Project: Service Packs and Hot Fixes
Component/s: Records Management
Affects Version/s: AGS 3.2
Fix Version/s: None

Type: Service Pack Request
Reporter: Viginesh Sukavanam [X] (Inactive) Assignee: Closed Issues
Resolution: Resolved Votes: 0
Labels: None
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original Estimate: Not Specified
Environment:

Dev, QA, Prod


Attachments: File Re- Cutoff using custom fields workarround.eml     Microsoft Word steps - reproduce counting retention using custom date field.docx    
Bug Priority:
Category 4
ACT Numbers:

01000514


 Description   

Description

Alfresco does not have an existing link between the event trigger date that is custom-created on the folder level in the content management module and the cut off event that would be  triggered in the record management module.

Supporting evidence

Steps to reproduce

1.  In the Records Management, The date created or the date filed cut off options, will not work as per the Business requirement

2. The business' Retention schedule specifies a specific date to starting counting retention – (Examples: Date the employee is terminated, Date the benefits expire etc. )

3. Date filed would be variable dates if late filing enters the folders.  Disposition should be the same date for all documents in the folder.

4. Date created could be different than the date of employee termination, depending on when the actual date is keyed into/ entered in Alfresco.

Please find attached the document that contains the steps to replicate the issue. 

Expected Behaviour

  • The requirement is to start counting Document Retention based on custom Trigger Date

Observed Behaviour

  • Currently, Retention could be triggered only through the Date Filed or Date Created values. 

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