When documents under your record group are eligible for disposition based on the retention policies built into the system, Records Coordinators (RCs) and Records Authorities (RAs) will need to follow the instructions below to review and approve the records for deletion. If you're unsure what a Records Coordinator and/or Records Authority is, please visit our page detailing the roles.
If you're a Records Coordinator (RC):
Please visit the DocFinity disposition process instructions for RCs for step‑by‑step guidance, including screenshots, on how to complete the disposition process in DocFinity.
If you're a Records Authority (RA):
Please visit the DocFinity disposition process instructions for RAs for step‑by‑step guidance, including screenshots, on how to complete the disposition process in DocFinity.
Training Video
We collaborated with the EDM team to offer you a training video to help you master the disposition approval process in DocFinity: Disposition Approval in DocFinity (32 min)