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About the Retention Flag Tool (provided by the vendor ACAD-Plus)
This tool can be run manually or on a scheduled basis using Windows Scheduler.  This tool changes the ‘Next Action’ property to ‘PENDING RETENTION REVIEW’ for any documents that are within X days of reaching their retention end date.    It is expected that business processes will take over from there because the Next Action will flag the person responsible for reviewing document retention to determine what needs to be done.  If it is determined that the document should be deleted and purged, the user will then delete the file and answer that it should be purged.  The next run of the Purge Tool will then fully remove the document from Meridian. 

The RetentionFlag.ini file contains settings that control certain aspects of this program.  Only two settings are likely to be changed by UT.  They are:

DaysPriorToEndDate=X

DaysFollowingEndDate=Y

               

Based on these settings, a document will be flagged as having a Next Action of ‘PENDING RETENTION REVIEW’ if the tool is run on a day that is X days prior to the document reaching its calculated end date (or later).  The end date is calculated by adding the Retention Years property to the Retention Start Date.  When a document is flagged as ‘PENDING RETENTION REVIEW’ , the Next Action Due Date is set to Y days following the calculated end date.

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