Setting an Event Date

An event is an occurrence that may cause certain types of records to be cutoff. Events are defined in Event, Time+Event,or Interval+Event cutoff instructions or in an alternate retention schedule. Alternatively, in the Laserfiche web client management page, events may be defined in the Events tab of the Records Management node and then added to a new Event, Time+Event, or Interval+Event cutoff instructions.

To create an event in the web client management page

Note: Events, in the desktop Laserfiche Windows client, are created in the cutoff instruction. In the web client, events created in the cutoff instruction will be automatically added to the Events list.

  1. Open the web client management page. Sign in as a user with the Records Management privilege.
  2. Select Records.
  3. In the Record Properties tab, locate the Events section.
  4. Click Add.
  5. In the Name option, specify a name for this event.
  6. Optional: In the Description option, type a description for the event.
  7. Click OK to add the event.

To modify or delete events 

  1. Open the Laserfiche Administration Console.
  2. Select the desired Laserfiche Server item.
  3. Select the desired Laserfiche repository.
  4. Log in as a user with the Records Management privilege.
  5. Select Records Management.
  6. Select the Cutoff Instructions tab.
  7. Double-click the cutoff instruction that contains the event you want to modify or delete.
  8. In the Event Properties dialog box, select the event, and click Rename or Remove, depending on the action you want to take.
  9. Click OK to save and close the dialog box, or Apply to save the event without closing the dialog box.
  1. Open the web client management page. Sign in as a user with the Records Management privilege.
  2. Select Records.
  3. In the Record Properties tab, locate the Events section.
  4. To delete events, select the events you want to delete.
    • Click Delete. Confirm that you want to delete the event or events.
  5. To modify an event, click on the event's name. Enter the new name and description for the event, then click OK.

Important: Deleting an event will remove it from any cutoff instructions that contain that event. It will not delete those cutoff instructions.