Transfer is the process of moving records from the system to another location. It is a process that, once kicked off, actually includes a number of substeps.
Consider a records Category with the following disposition schedule. After cutoff, records in this Category are to be retained for two years, then transferred to a long-term storage facility, and then, ultimately destroyed:
Let's see what happens in the File Plan after the record is cut off and the retention period expires. At the end of the retention period, the following action labelled Transfer becomes available for the record:
When we click on the Transfer link, we initiate the ...