Electronic and physical records can now use a single file plan with the Gimmal Records Connector. Changes in Gimmal Records will automatically populate record schedules in Gimmal Physical.
Details
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Record Schedules in Physical synced with any changes in Records Lifecycles
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All required fields mapped as Read-Only in Physical
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Approved users can still make and use records schedules in Physical
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Manual update with status & ‘Run Now’ options
Limitations
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•Actions supported: Dispose and Delete, Permanent
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•Date based retention Only
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•Single phase only
Configuration
Navigate to Admin | Application Settings to configure the values for the Gimmal Records Connector.
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Gimmal Records Username - Service account with access to Gimmal Records
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Gimmal Records Password - Password for the Service Account that has access to Gimmal Records
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Gimmal Records URL - URL of the instance of Gimmal Records for this client
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Update Schedules from Gimmal Records - Run Now - button used to start a synchronization and update. Clicking this button will:
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Add new record schedules from Gimmal Records to Gimmal Physical which match the criteria
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Update existing Record Schedules in Gimmal Physical with changes made in Gimmal Records.
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Mark records schedules as obsolete if they have been deleted from Gimmal Records and have boxes associated with them in Gimmal Physical.
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Gimmal Records Schedule Sync Status - The status of the last run of the Gimmal Records Connector.