REVN DT 06/04/2024 v4.202403
TABLE OF CONTENTS
- Overview
- Cross Modules Assignments Rules - Document Destruction Module
- Drop-Down List Boxes by Tabs and the corresponding Profiles - Document Destruction Module
- Field Modification - Document Destruction Module
- Permissions - Document Destruction Module
- Profiles - Document Destruction Module
- Sequence - Document Destruction Module
Overview
Users must be a System Admin (SA) to be able to access the System Administration landing page to make needed configuration changes to the module.
The following do not apply for the Document Destruction module:
- Rules for Ignoring Special Accesses and Caveats for Assignments
- System Parameters
- User Defined Fields
Cross Modules Assignments Rules - Document Destruction Module
 | System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Global tab > Rules for Cross Modules Assignments profile |
Contracts (Contract Management module): Retain Contract Information when Destroying Document Custodian (Document Control and Document Destruction module): Retain Custodian Information when Destroying Document Storage (Secured Area Management and Document Management modules): Retain Storage Information when Destroying Document |
Drop-Down List Boxes by Tabs and the corresponding Profiles - Document Destruction Module
| Unless stated otherwise, the profiles for this module are located: System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILE screen > Document Management tab > Document Destruction tab |
Assignments Tab
There are no modifiable drop-downs on this tab.
Associated Documents Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| Document Type | Associated Document Type - Destruction |
Document Destruction Information Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| Destruction Method | Destruction Method |
Field Modification - Document Destruction Module
| System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Document Destruction icon > SETUP SCREEN DETAIL screen > DESTRUCTION INFORMATION section |
The Field Labels module allows you to:
- Hide a field
- Hide a field except for users with Update permission
- Configure User Defined Fields (UDFs)
- Designate a field as required
- Rename a field
- Change field formatting – Capitalize the entire field name, or capitalize the first character of each word
Permissions - Document Destruction Module
 | System Administrator Mode landing page > User Setup menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Facility Level Permissions tab > DOCUMENT DESTRUCTION section |
Profiles - Document Destruction Module
| System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen: > Document Management tab > Document Destruction tab > Global tab |
System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Document Management tab > Document Destruction tab
|
System Administrator Mode landing page > System Setup menu > System Profiles submenu > SYSTEM PROFILES screen > Global tab
|
Sequence - Document Destruction Module
| System Administrator Mode landing page > System Setup menu > Sequence submenu > SEQUENCE MANAGEMENT - ADD screen > Destruction Certificate Number sequence |
NOTE: Selection of a sequence is required to be able to destroy a document.
| Sequence Available | Field Location |
Destruction Certificate Number | Document Destruction Information tab > Destruction Certificate Number field |