Consignments

Content Manager has a feature called Advanced Disposal Processing. This feature provides more functions to identify the records for disposal, review consignments, manage disposition conflicts, collect approval and carry out the disposal for the organisation's record archivist. If your organisation utilises this feature and you have responsibilities for approving Consignments, you will have the Consignments option available in the Masthead menu.

The Consignments option in the Web Client allows Consignment Approvers the ability to Approve or Reject a Consignment, as well as view associated records.

Please see Tag and Task for information about applying tasks to multiple Consignments.

Approving a Consignment

1. On the Masthead menu, click Consignments.

   The Consignments to be approved page will appear on a new tab, displaying all Consignments assigned to you.

2. Consignments that are due to be approved will have a status of Pending Approval.
3. On the displayed list of Consignments, either click an individual Consignment, or tag multiple Consignments.
4. On the Action panel, click Approve

The status of the Consignment(s) will update to Approved.

Rejecting a Consignment

1. On the Masthead menu, click Consignments.

   The Consignments to be approved page will appear on a new tab, displaying all Consignments assigned to you.

2. Consignments that are due to be approved will have a status of Pending Approval.
3. On the displayed list of Consignments, either click an individual Consignment, or tag multiple Consignments.
4. On the Action panel, click Reject
5. On the displayed Reject Consignment dialogue, type in the reason as to why you've rejected the Consignments.

The status of the Consignment(s) will update to Rejected.

Viewing the records associated to a Consignment

Each Consignment has a set of records associated to it, these are the records that will be actioned when the Consignment is fully approved.

To view the Consignment's records:

1. On the Masthead menu, click Consignments.

   The Consignments to be approved page will appear on a new tab, displaying all Consignments assigned to you.

2. On the displayed list of Consignments, either click an individual Consignment, or tag multiple Consignments.
3. On the Action panel, click Show records

The records associated to the Consignment will be displayed in a Records search results list on a new tab.

Rejecting records from a Consignment

As a Consignment approver you can reject records if you don't agree with them being included.

To reject records from a Consignment:

1. On the Masthead menu, click Consignments.

   The Consignments to be approved page will appear on a new tab, displaying all Consignments assigned to you.

2. Select the Consignment to be updated and then click Show records

   The records associated to the Consignment will be displayed in a Records search results list on a new tab.

3. Click the record to be removed from the Consignment, click Details and then click Reject from Consignment.
4. In the Reject dialogue, type the Reason for rejection, and then click Save.

The record will be removed from the Consignment, and can be viewed using the Show Consignment record rejections option.

Viewing the records rejected from a Consignment

Records that have been removed from a Consignment as they were not approved for the disposal action can be viewed in the Web Client.

To view the records rejected from a Consignment:

1. On the Masthead menu, click Consignments.

   The Consignments to be approved page will appear on a new tab, displaying all Consignments assigned to you.

2. On the displayed list of Consignments, either click an individual Consignment, or tag multiple Consignments.
3. On the Action panel, click Show Consignment record rejections

The records rejected from the Consignment will be displayed in a Consignment Record Rejections search results list on a new tab.