My Tasks

    In the My tasks section, you can process tasks assigned to you.

    • Records for review – The manual approval functionality is available for all content sources in the information lifecycle module. If you enable manual approval in a rule or in a location within a content source, objects that meet the rule criteria need to be reviewed by record reviewers before being destroyed, and only the approved objects will be destroyed.

    • Requests for review – For physical records management, this page displays loan and creation requests submitted by end users, allowing records managers to approve or reject these requests.

    • Pick list for loan and return – For physical records management, this page displays boxes and folders to be loaned, allowing records managers to confirm the loan operation, and displays boxes and folders that have been returned.

    • Pick list for destruction – For physical records management, this page displays boxes and folders to be destroyed, allowing records managers to confirm the destruction operation.

    • Smart terms for review – The smart terms method is available for the following content sources in the information lifecycle module: Teams & Groups, SharePoint Online, OneDrive, and Google Drive. This page displays smart classifications, allowing record reviewers to review the applied terms and reclassify the documents for enhanced accuracy.