The following procedure provides instructions for running the Retention Flag tool for the Meridian vault. The Retention Flag tool will identify documents that have met or are within a certain number of days of meeting the designated retention end date. See the information at the end of this procedure for an overview of the tool provided by the vendor, ACAD-Plus.
1. Open the Production Vault Tools & Support folder (most likely you will have a shortcut on your desktop). |
|
2. Open the Tools folder. |
|
3. Open (double-click) the RetentionFlag tool. |
|
4. Confirm that the correct Configuration File is selected and that the correct Meridian Vault is listed. |
|
5. Click the Flag Documents button. |
|
6. Respond Yes when the Log Exists box asks if you want to append the list. Note: this will ensure that we have a history of each time the tool is run rather than replacing / overwriting the file. |
|
7. When the tool completes the Retention Flag list opens in Notepad. The most recent updates will be included at the end of the list. Close the Notepad file. |
|
8. Exit the RetentionFlag tool and close the Tools folder. |
|
9. Open or refresh F5) the vault and open the Copies Pending Retention Review view. |
|
End of add Fujitsu scanner procedure.