#Configure Settings

To configure settings for a specific node, select the desired node from the tree in the left pane. The available settings will appear in the right pane, where you can click the Edit settings button next to each section to edit its settings.

When settings are configured on a node, the settings configured () icon will appear on that node, and all child nodes will automatically inherit these settings with the Inherited settings () icon displayed on the child node.

If any child node requires unique settings that are different from its parent, simply select the child node and configure its settings. This action will break the inheritance from the parent node. If you wish to revert and restore the parent’s settings, select the child node and click Inherit parent settings.

#Term Settings

By default, a Managed Metadata type column named Classification is automatically added to each physical content template in Manage Template. After defining a term scope, users can apply a term to physical content to classify the physical content. As such, rules associated with the term will be applied to the physical content. Then, you can run Enforce rule actions jobs to enforce rules to manage the physical content.

Refer to the following steps to configure term settings:

1. Select a term scope to set available terms – Expand a term group and select a term set or term as the scope. All terms within it will be available for selection when users choose a term for classification.

2. Apply term by – Select a term application method to define how terms will be applied to the classification column as the column value.

   • Manually choose a term – Do not automatically apply any term as the Classification column value when users create physical content. Instead, records managers can manually choose a term from within the term scope defined above.

   • Set a default term – Set a specific term as the default Classification column value so that when records managers create physical content, the selected term will be automatically chosen as the Classification column value. Records managers can also modify the Classification column value by selecting terms from within the term scope defined above.

     To specify a term as the default Classification column value, click the Select Term () button next to the text box. The Select term window appears. Expand the term tree, select a term within it, and click Select >>. The selected term appears in the text box.

3. Click Save to save the configured settings.

#Manual Approval Settings

Choose whether to enable the manual approval process. If you enable the manual approval process, objects that meet the rule criteria need to be reviewed by record reviewers before being destroyed, and only the approved objects will be destroyed.

*Note: The manual approval process configured on a location takes precedence over the manual approval process applied to a rule.

After enabling the manual approval process, you need to designate record reviewers who are responsible for reviewing the objects. You can select a previously created approval process to carry out the review, or manually enter the names of the users or groups (supported group types: Microsoft 365 Group, mail-enabled security group, distribution group) to define the record reviewers to be responsible for reviewing the objects. Then, you need to choose whether to send an email notification to notify the record reviewers when records are waiting for their approval.

For detailed instructions on reviewing objects before being destroyed, refer to Review Records Awaiting Approval.

#Enforce Rule Actions Job Schedule

Configure a schedule to define how often you would like to run an Enforce rule actions job. This job is used to enforce rules to the selected tree node to manage the physical content.

Refer to the following steps to configure scheduled job settings, and then click Save to save the configured settings: