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 following URL for step-by-step instructions (with screenshots) on how to handle the disposition process in DocFinity: https://finance.uw.edu/recmgt/edms-disposition-rc
If you're a Records Authority (RA):
Please visit the following URL for step-by-step instructions (with screenshots) on how to handle the disposition process in DocFinity: https://finance.uw.edu/recmgt/edms-disposition-ra
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 (42 min)