Disposition Details

What can you do

The screen displays the list of documents in the selected disposition activity.

View Details

1. Go to Axiom Pro --> Retention --> Disposition Activity
2. Locate and select the desired activity
3. Click View from the Action menu and the Disposition Details page opens

Approve Activity

1. Go to Axiom Pro --> Retention --> Disposition Activity
2. Locate and select the desired activity
3. Click View from the Action menu and the Disposition Details page opens
4. Review document metadata
   1. Click Export from the actions menu to download a CSV file, or
   2. Review documents on the grid with Axiom Pro
5. Remove any documents that need to be kept by selecting a row and clicking Exclude from the Action menu
   1. Add a note to give reasons for why it's being excluded, Click Confirm

      

6. Once reviewed click the Approve button which opens an acknowledgment modal
7. Acknowledge your confirmation of the approval and click Approve on the modal

   

Export Disposition Details

1. Go to Axiom Pro --> Retention --> Disposition Activity
2. Locate and select the desired activity to view
3. Click Export from the Action menu
4. This will start a download where the data will be downloaded in a CSV
   1. For hold schedules which exceed the amount allowed to display (5K default), exports will be available in the Downloads section of the Dashboard
      1. Export of large hold activity details is restricted to 200K records

Cancel Activity

1. Go to Axiom Pro --> Retention --> Disposition Activity
2. Locate and select the desired activity to view
3. Click Cancel Disposition from the Action menu which opens an acknowledgment modal
4. Enter a reason for canceling the activity

   

5. Click Confirm and return to the Disposition Activities page