Interval Cutoff Instruction

Records affected by an interval cutoff instruction become eligible for cutoff based on:

• The passing of a certain number (interval) of months.
• The filing date of the record folder (e.g., January 15).

Cutoff eligibility occurs at the end of a specific interval of months (defined in the cutoff instructions in the Laserfiche Administration Console). Interval cutoff instructions are triggered on individual record folders and require the passing of an exact number of months. If you want to use a time interval that is dependent on specific time cycles, you can do so with the Time cutoff instruction (where cutoff eligibility occurs on the first day of the next cycle period). Time cutoff allows record series or record folders from a specific time period to become eligible for cutoff at the same time, allowing the records manager to group and cutoff all eligible entries at the same time.

Example: If an Interval cutoff instruction is set to one month, records with this instruction will be eligible for cutoff exactly one month after the filing date (e.g., records filed on March 15 will be eligible for cutoff on April 15th). On the other hand, if a Time cutoff instruction has a cycle of one month, records with this cutoff instruction will always be eligible for cutoff on the first day of the next month (e.g., records filed on either March 10th or March 28th will be eligible for cutoff on April 1st).

Note: Users assigned the Close/Reopen Folder entry access right can reopen a closed record folder. Users assigned the Records Management privilege can uncutoff a record folder that has been cutoff. Learn more about records management security.

Related Topics

Cutoff