5.0.2 Sessions This test module differs from the other MoReq2010® core services test modules because it is divided across three distinct sessions which must be conducted by the test centre on different days. Each daily session has its own separate test script. The three sessions must be conducted in order and each session after the first must take place at least 24 hours after all the test cases in the preceding session have been completed. It is possible that using a fast-track approach a test centre could run the three sessions on consecutive weekdays or the test centre may choose, for example, to distribute the sessions utilising a Monday/Wednesday/Friday arrangement. 5.0.3 Configuration of the test system The test system must not be modified or reconfigured between the different sessions of this test module. The test data for this test module must all be loaded into the test system before the commencement of the first session. The test system may, however, be used between sessions, for example, to undertake the testing of other MoReq2010® test modules provided none of the entities used in this test module are modified. Note that the test data used by each test module is separate and distinct and does not overlap the test data of other test modules. A test case at the end of each daily session and at the start of the second and third sessions produces an export of the entities in the test system so that the test centre may ensure that they have remained the same. 5.0.4 Limits on testing This test module does not conduct on records with retention or confirmation periods in excess of 1 day in duration. While the test module contains test cases that ensure that disposal schedules can be constructed to specify longer durations, the ability of the test system to retain records over such periods is not explicitly examined by any test case.
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) None Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) None Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) None Active None None Agg.5.3 (Cls.5.3) (DiS.5.1) None Active None None Agg.5.3 Cls.5.4 (DiS.5.1) None Active None None
5.2.4.3 Test case steps Step Instruction Expected Result / Rationale Tester’s Comments / Results A Modify the metadata of the disposal scheduling service or bundle of services containing the disposal scheduling service, R2.4.4, as follows: Change Title (M14.4.104) to “MoReq2010® Test System – Disposal” Change Description (M14.4.16) to “Test Module 5: Disposal” Change Owner Information (M14.4.62) to the name and address of the test centre Add a comment, “Changed during testing” under R2.4.18 The metadata for the service(s) is modified correctly to the input values. The comment has been accepted as part of the event generated by the changes to the metadata Ensure that you can include the Unicode “®” character (U+00AE) in accordance with R2.4.28
B ONLY if the test system implements the role service then: Inspect the Access Control List (ACL) of Cls.5.2 under R4.5.9 Add an Access Control (ACE) to the ACL of class Cls.5.2 granting group Grp.5.1 access to role Rol.5.1 for this class under R4.5.10 When adding the ACE include the comment “Allow the group to receive alerts for records classified by this class” under R2.4.18 The user adds an ACE to the ACL of class Cls.5.2 or in some other way allows members of group Grp.5.1 (including user Usr.5.1) to receive disposal alerts for records classified by class Cls.5.2 C ONLY if the test system implements a native role service then information provided by the supplier) configure the test system to allow group Grp.5.1 containing user Usr.5.1 to receive disposal alerts for all records classified by class Cls.5.2 As described in the rationale to R8.4.15 different test systems will implement different ways of issuing disposal alerts The test centre operator should seek to configure the test system so that disposal alerts are sent to, and are visible by, the test centre (for example, to an email address that the test centre operates)
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) None Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) None Active cMED.5.2 None Agg.5.2 (Cls.5.2) (DiS.5.1) None Active None None Agg.5.3 (Cls.5.3) (DiS.5.1) None Active None None Agg.5.3 Cls.5.4 (DiS.5.1) None Active None None
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Class Disposal schedule Disposal Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.1) None Active None None Agg.5.4 Cls.5.6 (DiS.5.1) None Active None None Agg.5.4 Cls.5.7 (DiS.5.1) None Active None None Agg.5.6 (Cls.5.8) (DiS.5.1) None Active None None Agg.5.6 Cls.5.10 (DiS.5.1) None Active None None Agg.5.6 Cls.5.11 (DiS.5.1) None Active None None Agg.5.7 (Cls.5.9) (DiS.5.1) None Active None None Agg.5.7 Cls.5.12 (DiS.5.1) None Active None None Agg.5.11 (Cls.5.13) (DiS.5.1) None Active None None Agg.5.11 Cls.5.14 (DiS.5.1) None Active None None
E Search or browse to record Rec.5.6 in the record service and inspect it under R6.5.17 Record Rec.5.6 is found and is active F R2.4.26 set the Originated Date/Time (M14.4.61) for record Rec.5.6 to a date exactly 30 days prior to today’s date The Originated Date/Time for record Rec.5.6 is successfully set to a date exactly 30 days prior to today’s date The tester should record in the test comments the actual value set for Originated Date/Time See comment record Rec.5.6 must have been created in the last 30 days G Search or browse to record Rec.5.8 in the record service and inspect it under R6.5.17 Record Rec.5.8 is found and is active H Under R2.4.26 set the Originated Date/Time (M14.4.61) for record Rec.5.8 to a date exactly 10 years prior to today’s date The Originated Date/Time for record Rec.5.8 is successfully set to a date exactly 10 years prior to today’s date The tester should record in the test comments the actual value set for Originated Date/Time
5.2.8.4 Entity state after test case T5.2.8 During this test case aggregations Agg.5.4 and Agg.5.6 is closed. Legend Description Cls.5.8 ID of class directly applied to entity (Cls.5.8) ID of class inherited by entity from its parent (parentheses denotes inheritance) Cls.5.9 This property has been updated (underline and blue colour denotes change of state) Aggregations Agg.5.1 Agg.5.2 Agg.5.3 Agg.5.4 Agg.5.5 Agg.5.6 Agg.5.7 Agg.5.8 Agg.5.9 Agg.5.10 Parent Open/closed Disposal holds Active/ residual Contextual metadata Root Cls.5.1 Open None Active None Root Cls.5.2 Open None Active None Root Cls.5.3 Open None Active cMED.5.1 Root Cls.5.4 Closed None Active None Root Cls.5.8 Open None Active None Agg.5.5 (Cls.5.8) Closed None Active None Agg.5.5 Cls.5.9 Open None Active None Root Cls.5.13 Open None Active None Agg.5.8 (Cls.5.13) Open None Active None Agg.5.9 (Cls.5.13) Open None Active None
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) None Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) None Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) None Active cMED.5.2 None Agg.5.2 (Cls.5.2) (DiS.5.1) None Active None None Agg.5.3 (Cls.5.3) (DiS.5.1) None Active None None Agg.5.3 Cls.5.4 (DiS.5.1) None Active None None
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.1) None Active None None Agg.5.4 Cls.5.6 (DiS.5.1) None Active None None Agg.5.4 Cls.5.7 (DiS.5.1) None Active None None Agg.5.6 (Cls.5.8) (DiS.5.1) None Active None None Agg.5.6 Cls.5.10 (DiS.5.1) None Active None None Agg.5.6 Cls.5.11 (DiS.5.1) None Active None None Agg.5.7 (Cls.5.9) (DiS.5.1) None Active None None Agg.5.7 Cls.5.12 (DiS.5.1) None Active None None Agg.5.11 (Cls.5.13) (DiS.5.1) None Active None None Agg.5.11 Cls.5.14 (DiS.5.1) None Active None None Note that there is no change to the state of any records in this test case.
Set Mandate (M14.4.51) to Set Scope Notes (M14.4.97) to “Use with classes” B Under R9.4.1 create a new disposal hold in the disposal holding service and set the metadata to the following values: Set Title (M14.4.104) to “DiH.5.2” Set Description (M14.4.16) to “Created during test case T5.2.9” Set Mandate (M14.4.51) to Set Notes (M14.4.97) to “Use with aggregations and records” Disposal hold DiH.5.2 is successfully created and has the metadata given C Under R9.4.1 create a new disposal hold in the disposal holding service and set the metadata to the following values: Set Title (M14.4.104) to “DiH.5.3” Disposal hold DiH.5.3 is successfully created and has the metadata given
5.2.10.4 Entity state after test case T5.2.10 During this test case disposal holds DiH.5.1 and DiH.5.2 are directly applied to aggregations and records. Legend Description Cls.5.8 ID of directly applied to entity (Cls.5.8) ID of class inherited by entity from its parent (parentheses denotes inheritance) Cls.5.9 This property has been updated (underline and blue colour denotes change of state) Aggregations Agg.5.1 Agg.5.2 Agg.5.3 Agg.5.4 Agg.5.5 Agg.5.6 Agg.5.7 Agg.5.8 Agg.5.9 Agg.5.10 Parent Open/closed Disposal holds Active/ residual Contextual metadata Root Cls.5.1 Open DiH.5.2 Active None Root Cls.5.2 Open None Active None Root Cls.5.3 Open None Active cMED.5.1 Root Cls.5.4 Closed None Active None Root Cls.5.8 Open DiH.5.2 Active None Agg.5.5 (Cls.5.8) Closed (DiH.5.2) Active None Agg.5.5 Cls.5.9 Open (DiH.5.2) Active None Root Cls.5.13 Open None Active None Agg.5.8 (Cls.5.13) Open None Active None Agg.5.9 (Cls.5.13) Open None Active None
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) (DiS.5.1) (DiH.5.2) Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) (DiH.5.2) Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) (DiH.5.2) Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) (DiH.5.2) Active None None Agg.5.1 (Cls.5.1) (DiS.5.1) (DiH.5.2) Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) (DiH.5.1) & DiH.5.2 Active cMED.5.2 None Agg.5.2 (Cls.5.2) (DiS.5.1) (DiH.5.1) Active None None Agg.5.3 (Cls.5.3) (DiS.5.1) None Active None None Agg.5.3 Cls.5.4 (DiS.5.1) None Active None None
L Under R6.5.13 move record Rec.5.3 from its parent aggregation (Agg.5.1) to aggregation Agg.5.2 When moving record Rec.5.3 make sure that it retains its previous classification by applying its class (Cls.5.1) directly to the record under R6.5.13 Record Rec.5.3 is successfully moved to the new parent aggregation Agg.5.2 but retains its previous classification (Cls.5.1) M Inspect the metadata of record Rec.5.3 under R6.5.17 to ensure that its Aggregated Timestamp (M14.4.1) has been automatically set to today’s date Moving record Rec.5.3 automatically updates its Aggregated Timestamp and the Last Addition Timestamp of its new parent aggregation Agg.5.2 N Search or browse to record Rec.5.4 in the record service and inspect it under R6.5.17 Record Rec.5.4 is found in parent aggregation Agg.5.1 and is active
5.2.11.4 Entity state after test case T5.2.11 During this test case aggregations Agg.5.5 and Agg.5.7 are closed and five records are updated. Legend Description Cls.5.8 ID of class directly applied to entity (Cls.5.8) ID of class inherited by entity from its parent (parentheses denotes inheritance) Cls.5.9 This property has been updated (underline and blue colour denotes change of state) Aggregations Agg.5.1 Agg.5.2 Agg.5.3 Agg.5.4 Agg.5.5 Agg.5.6 Agg.5.7 Agg.5.8 Agg.5.9 Agg.5.10 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Root Cls.5.1 Open DiH.5.2 Active None Root Cls.5.2 Open None Active None Root Cls.5.3 Open None Active cMED.5.1 Root Cls.5.4 Closed None Active None Root Cls.5.8 Closed DiH.5.2 Active None Agg.5.5 (Cls.5.8) Closed (DiH.5.2) Active None Agg.5.5 Cls.5.9 Closed (DiH.5.2) Active None Root Cls.5.13 Open None Active None Agg.5.8 (Cls.5.13) Open None Active None Agg.5.9 (Cls.5.13) Open None Active None
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) (DiS.5.1) (DiH.5.2) Active None None Agg.5.7 Cls.5.1 (DiS.5.1) (DiH.5.2) Active None None Agg.5.2 Cls.5.1 (DiS.5.1) None Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) (DiS.5.1) (DiH.5.1) & DiH.5.2 Active cMED.5.2 None Agg.5.2 (Cls.5.2) (DiS.5.1) (DiH.5.1) Active None None Agg.5.3 (Cls.5.3) (DiS.5.1) None Active None None Agg.5.3 Cls.5.4 (DiS.5.1) None Active None None
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.1) None Active None None Agg.5.4 Cls.5.6 (DiS.5.1) None Active None None Agg.5.4 Cls.5.7 (DiS.5.1) None Active None None Agg.5.6 (Cls.5.8) (DiS.5.1) (DiH.5.2) Active None None Agg.5.6 Cls.5.10 (DiS.5.1) (DiH.5.2) Active None None Agg.5.6 Cls.5.11 (DiS.5.1) (DiH.5.2) Active None None Agg.5.7 (Cls.5.9) (DiS.5.1) (DiH.5.2) Active None None Agg.5.11 Cls.5.12 (DiS.5.1) None Active None None Agg.5.11 (Cls.5.13) (DiS.5.1) (DiH.5.1) & DiH.5.2 Active None None Agg.5.11 Cls.5.14 (DiS.5.1) None Active None None
C Under R8.4.1 create a new disposal schedule in the disposal scheduling service and set the metadata to the following values: Set Title (M14.4.104) to “DiS.5.4” Set Description (M14.4.16) to “Created during test case T5.2.12” Set Mandate (M14.4.51) to “978-92-79-18519-9” Set Scope Notes (M14.4.97) to “Review 30 days after origin of record” Set Disposal Action Code (M14.4.18) to “REVIEW” under R8.4.2 Set Retention Trigger Code (M14.4.94) to “FROM RECORD ORIGINATED DATE” R8.4.3 Ensure that when the Retention Trigger Code is set to “FROM RECORD ORIGINATED DATE” the test system does not allow the Retention Trigger Element Identifier (M14.4.95) to be set, under R8.4.3 Set Retention Period Interval Code (M14.4.90) to “DAYS” under R8.4.5 Set Retention Period Duration Number (M14.4.89) to “30” under R8.4.5 Set Retention Period Offset Code (M14.4.91) to “NO OFFSET” under R8.4.6 Ensure that when the Retention Period Offset Code is set to “NO OFFSET” the test system does not allow the Retention Period Offset Month Code (M14.4.92) to be set, under R8.4.6 Set Confirmation Period Interval Code (M14.4.7) to “DAYS” under R8.4.7 Set Confirmation Period Duration Number (M14.4.6) to “1” R8.4.7 Disposal schedule DiS.5.4 is successfully created with the metadata values given Setting the Retention Trigger Code to FROM RECORD ORIGINATED DATE in a disposal schedule prevents a value being set for the Retention Trigger Element Identifier Tester’s Comments / Results
Ensure that when the Retention Period Offset Code is set to “NO OFFSET” the test system does not allow the Retention Period Offset Month Code (M14.4.92) to be set, under R8.4.6 Set Confirmation Period Interval Code (M14.4.7) to “WEEKS” under R8.4.7 Set Confirmation Period Duration Number (M14.4.6) to “1” under R8.4.7 F Under R8.4.1 create a new disposal schedule in the disposal scheduling service and set the metadata to the following values: Set Title (M14.4.104) to “DiS.5.7” Set Description (M14.4.16) to “Created during test case T5.2.12” Set Mandate (M14.4.51) to “978-92-79-18519-9” Set Scope Notes (M14.4.97) to “Review 12 months after aggregation commences” Set Disposal Action Code (M14.4.18) to “REVIEW” under R8.4.2 Set Retention Trigger Code (M14.4.94) to “FROM AGGREGATION ORIGINATED DATE” under R8.4.3 Ensure that when the Retention Trigger Code is set to “FROM AGGREGATION ORIGINATED DATE” the test system does not allow the Retention Trigger Element Identifier (M14.4.95) to be set, under R8.4.3 Set Retention Period Interval Code (M14.4.90) to “MONTHS” under R8.4.5 Set Retention Period Duration Number (M14.4.89) to “12” under R8.4.5 Set Retention Period Offset Code (M14.4.91) to “NO OFFSET” under R8.4.6 Disposal schedule DiS.5.7 is successfully created with the metadata values Setting the Retention Trigger Code to FROM AGGREGATION ORIGINATED DATE in a disposal schedule prevents a value being set for the Retention Trigger Element Identifier Tester’s Comments / Results
Set Retention Period Interval Code (M14.4.90) to “MONTHS” under R8.4.5 Set Retention Period Duration Number (M14.4.89) to “6” under R8.4.5 Set Retention Period Offset Code (M14.4.91) to “START OF SPECIFIED MONTH” under R8.4.6 Ensure that when the Retention Period Offset Code is set to “START OF SPECIFIED MONTH” the test system does requires a valid value for Retention Period Offset Month Code (M14.4.92) and set it to “OCTOBER”, under R8.4.6 Set Confirmation Period Interval Code (M14.4.7) to “DAYS” R8.4.7 Set Confirmation Period Duration Number (M14.4.6) to “15” under R8.4.7 O Under R8.4.1 create a new disposal schedule in the disposal scheduling service and set the metadata to the following values: Set Title (M14.4.104) to “DiS.5.16” Set Description (M14.4.16) to “Created during test case T5.2.12” Set Mandate (M14.4.51) to “978-92-79-18519-9” Set Scope Notes (M14.4.97) to “Transfer 21 years after aggregation closes” Set Disposal Action Code (M14.4.18) to “TRANSFER” under R8.4.2 Set Retention Trigger Code (M14.4.94) to “FROM AGGREGATION CLOSED DATE” under R8.4.3 Disposal schedule DiS.5.16 is successfully created with the metadata values given Tester’s Comments / Results
Set Disposal Action Code (M14.4.18) to “DESTROY” under R8.4.2 Set Retention Trigger Code (M14.4.94) to “FROM DATE TO AGGREGATION” under R8.4.3 Ensure that when the Retention Trigger Code is set to “FROM DATE ADDED TO AGGREGATION” the test system does not allow the Retention Trigger Element Identifier (M14.4.95) to be set, under R8.4.3 Set Retention Period Interval Code (M14.4.90) to “DAYS” under R8.4.5 Set Retention Period Duration Number (M14.4.89) to “1” R8.4.5 Set Retention Period Offset Code (M14.4.91) to “NO OFFSET” under R8.4.6 Ensure that when the Retention Period Offset Code is set to “NO OFFSET” the test system does not allow the Retention Period Offset Month Code (M14.4.92) to be set, under R8.4.6 Set Confirmation Period Interval Code (M14.4.7) to “DAYS” under R8.4.7 Set Confirmation Period Duration Number (M14.4.6) to “1” under R8.4.7 U R8.4.1 create a new disposal schedule in the disposal scheduling service and set the metadata to the following values: Set Title (M14.4.104) to “DiS.5.22” Set Description (M14.4.16) to “Created during test case T5.2.12” Set Mandate (M14.4.51) to Disposal schedule DiS.5.22 is successfully created with the metadata values Tester’s Comments / Results
S Browse from record Rec.5.8 to its class and its disposal schedule under R6.5.17 and ensure that they are now Cls.5.2 and DiS.5.15 (inherited) respectively Under R6.5.17 the user can browse from record Rec.5.8 to both its class Cls.5.2 and its disposal schedule DiS.5.15 T Change the disposal schedule of record Rec.5.8 to DiS.5.1 (overriding the disposal schedule it inherits from its class) under R6.5.15 The default disposal schedule for record Rec.5.8 is successfully changed to DiS.5.1 U Find or browse to class Cls.5.3 in the classification service and inspect it under R5.4.7 Class Cls.5.3 is found and is active V Change the default disposal schedule of class Cls.5.3 (from DiS.5.1) to DiS.5.9 under R5.4.4 The default disposal schedule for class Cls.5.3 is successfully changed to DiS.5.9 W Find or browse to class Cls.5.4 in the classification service and inspect it under R5.4.7 Cls.5.4 is found and is active
BK Find or browse to record Rec.5.8 in the record service and inspect it R6.5.17 Record Rec.5.8 is and is active BL Browse from record Rec.5.8 to its class and its disposal schedule under R6.5.17 and ensure that they are now Cls.5.2 and DiS.5.2 (applied) respectively Under R6.5.17 the user can browse from record Rec.5.8 to both its class Cls.5.2 and its disposal schedule DiS.5.2 BM Change the applied disposal schedule of record Rec.5.8 (from DiS.5.2) to DiS.5.12 R6.5.15 The applied disposal schedule for record Rec.5.8 is successfully changed to DiS.5.12
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) (DiS.5.2) (DiH.5.2) Active None None Agg.5.7 Cls.5.1 (DiS.5.2) (DiH.5.2) Active None None Agg.5.2 Cls.5.1 (DiS.5.2) None Active None None Agg.5.2 (Cls.5.2) DiS.5.13 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) (DiS.5.15) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.4 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.6 (DiH.5.1) & DiH.5.2 Active cMED.5.2 None Agg.5.2 (Cls.5.2) DiS.5.12 (DiH.5.1) Active None None Agg.5.3 (Cls.5.3) (DiS.5.9) None Active None None Agg.5.3 Cls.5.4 (DiS.5.17) None Active None None
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.17) None Active None None Agg.5.4 Cls.5.6 (DiS.5.16) None Active None None Agg.5.4 Cls.5.7 (DiS.5.25) None Active None None Agg.5.6 (Cls.5.8) (DiS.5.7) (DiH.5.2) Active None None Agg.5.6 Cls.5.10 (DiS.5.14) (DiH.5.2) Active None None Agg.5.6 Cls.5.11 (DiS.5.23) (DiH.5.2) Active None None Agg.5.7 (Cls.5.9) (DiS.5.18) (DiH.5.2) Active None None Agg.5.11 Cls.5.12 (DiS.5.21) None Active None None Agg.5.11 (Cls.5.13) (DiS.5.24) (DiH.5.1) & DiH.5.2 Active None None Agg.5.11 Cls.5.14 (DiS.5.10) None Active None None
B Delete disposal hold DiH.5.3 R9.4.5 Disposal hold DiH.5.3 is deleted under R9.4.5 because it has never been associated with entities C Search or browse to disposal hold DiH.5.2 and inspect it R9.4.7 Disposal hold DiH.5.2 is found under R9.4.7 and is active D Attempt to delete disposal hold DiH.5.2 R9.4.5 Disposal hold DiH.5.2 cannot be deleted under R9.4.5 because it was associated with entities in test case T5.2.10 E Under R9.4.2 modify disposal hold DiH.5.2 changing the metadata to the following values: Change the value in Title (M14.4.104) to “DiH.5.2 (modified)” Change the value in Description (M14.4.16) to “Created during test case T5.2.9 and modified during test case T5.2.14” Change the value in Mandate (M14.4.51) to “92-894-1290-9” Under R9.4.2 the metadata of disposal hold DiH.5.2 is modified to the values given
5.2.14.4 Entity after test case T5.2.14 During this test case disposal hold DiH.5.2 is removed from aggregation Agg.5.1 and from record Rec.5.1 (inherited). Legend Description Cls.5.8 ID of directly applied to entity (Cls.5.8) ID of class inherited by entity from its parent (parentheses denotes inheritance) Cls.5.9 This property has been updated (underline and blue colour denotes change of state) Aggregations Agg.5.1 Agg.5.2 Agg.5.3 Agg.5.4 Agg.5.5 Agg.5.6 Agg.5.7 Agg.5.8 Agg.5.9 Agg.5.10 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Root Cls.5.1 Open None Active None Root Cls.5.2 Open None Active None Root Cls.5.3 Open None Active cMED.5.1 Root Cls.5.4 Closed None Active None Root Cls.5.8 Closed DiH.5.2 Active None Agg.5.5 (Cls.5.8) Closed (DiH.5.2) Active None Agg.5.5 Cls.5.9 Closed (DiH.5.2) Active None Root Cls.5.13 Open None Active None Agg.5.8 (Cls.5.13) Open None Active None Agg.5.9 (Cls.5.13) Open None Active None
Aggregations Agg.5.11 Parent Open/closed Disposal Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) (DiS.5.2) None Active None None Agg.5.7 Cls.5.1 (DiS.5.2) (DiH.5.2) Active None None Agg.5.2 Cls.5.1 (DiS.5.2) None Active None None Agg.5.2 (Cls.5.2) DiS.5.13 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) (DiS.5.15) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.4 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.6 (DiH.5.1) & DiH.5.2 Active cMED.5.2 None Agg.5.2 (Cls.5.2) DiS.5.12 (DiH.5.1) Active None None Agg.5.3 (Cls.5.3) (DiS.5.9) None Active None None Agg.5.3 Cls.5.4 (DiS.5.17) None Active None None
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.17) None Active None None Agg.5.4 Cls.5.6 (DiS.5.16) None Active None None Agg.5.4 Cls.5.7 (DiS.5.25) None Active None None Agg.5.6 (Cls.5.8) (DiS.5.7) (DiH.5.2) Active None None Agg.5.6 Cls.5.10 (DiS.5.14) (DiH.5.2) Active None None Agg.5.6 Cls.5.11 (DiS.5.23) (DiH.5.2) Active None None Agg.5.7 (Cls.5.9) (DiS.5.18) (DiH.5.2) Active None None Agg.5.11 Cls.5.12 (DiS.5.21) None Active None None Agg.5.11 (Cls.5.13) (DiS.5.24) (DiH.5.1) & DiH.5.2 Active None None Agg.5.11 Cls.5.14 (DiS.5.10) None Active None None
Retention Period Offset Code (M14.4.91) Retention Period Offset Month Code (M14.4.92) Confirmation Period Interval Code (M14.4.7) Confirmation Period Duration Number (M14.4.6) H Search or browse to disposal schedule DiS.5.26 and inspect it under R8.4.12 Disposal schedule DiS.5.26 is found under R8.4.12 and is active I Modify each of the following metadata elements for disposal schedule DiS.5.26 under R8.4.9 to the values given: Set the Confirmation Period Duration Number (M14.4.6) to “76” Set the Confirmation Period Interval Code (M14.4.7) to “DAYS” Set the Retention Period Offset Month Code (M14.4.92) to “AUGUST” All metadata elements for disposal schedule DiS.5.9 may be modified by the user because it has never been applied to a record
T5.2.17 – Test Case 5.2.17.1 Test case description Final compliance check 5.2.17.2 Test case preconditions (checks) Check Verify that… Tester’s Comments / Observations i T5.2.16 has previously been completed successfully during the same test session ii The test system has not been reconfigured or restarted since T5.2.16 was completed iii The test operator is logged in as user Usr.5.1 5.2.17.3 Test case (instructions) Step Instruction Expected Result / Rationale Tester’s Comments / Results A Generate the compliance report for the test system (reference R2.4.5) The compliance report contains all of the information required by R2.4.5 Specifically, the compliance report must show compliance with, at least: User and Service v1.x (cd532472-85b0-4c1c-82b4-5c8370b7d0e6) Model Role Service v1.x (2f6d05c6-51e6-4a32-a7fc-c0a6883eb85b) OR Native Role Service v1.x (d945dcd9-dc2d-491d-965a-11ce936d044b)
5.3.1.4 Entity state at the beginning of TEST SESSION DAY TWO Before the session starts some disposal set during DAY ONE will have fired and some disposal actions should now be due. Legend Description Cls.5.8 ID of class directly applied to entity (Cls.5.8) ID of class inherited by entity from its parent (parentheses denotes inheritance) Cls.5.9 This property has been updated (underline and blue colour denotes change of Aggregations Agg.5.1 Agg.5.2 Agg.5.3 Agg.5.4 Agg.5.5 Agg.5.6 Agg.5.7 Agg.5.8 Agg.5.9 Agg.5.10 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Root Cls.5.1 Open None Active None Root Cls.5.2 Open None Active None Root Cls.5.3 Open None Active cMED.5.1 Root Cls.5.4 Closed None Active None Root Cls.5.8 Closed DiH.5.2 Active None Agg.5.5 (Cls.5.8) Closed (DiH.5.2) Active None Agg.5.5 Cls.5.9 Closed (DiH.5.2) Active None Root Cls.5.13 Open None Active None Agg.5.8 (Cls.5.13) Open None Active None Agg.5.9 (Cls.5.13) Open None Active None
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) (DiS.5.2) None Active None Review Agg.5.7 Cls.5.1 (DiS.5.2) (DiH.5.2) Active None Review Agg.5.2 Cls.5.1 (DiS.5.2) None Active None Review Agg.5.2 (Cls.5.2) DiS.5.13 (DiH.5.1) Active None Transfer Agg.5.2 (Cls.5.2) (DiS.5.15) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.4 (DiH.5.1) Active None Review Agg.5.2 (Cls.5.2) DiS.5.6 (DiH.5.1) & DiH.5.2 Active cMED.5.2 Review Agg.5.2 (Cls.5.2) DiS.5.12 (DiH.5.1) Active None Transfer Agg.5.3 (Cls.5.3) (DiS.5.9) None Active None Review Agg.5.3 Cls.5.4 (DiS.5.17) None Active None Transfer
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Disposal schedule Disposal Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.17) None Active None None Agg.5.4 Cls.5.6 (DiS.5.16) None Active None None Agg.5.4 Cls.5.7 (DiS.5.25) None Active or Residual* None Destroy* Agg.5.6 (Cls.5.8) (DiS.5.7) (DiH.5.2) Active None Review Agg.5.6 Cls.5.10 (DiS.5.14) (DiH.5.2) Active None Transfer Agg.5.6 Cls.5.11 (DiS.5.23) (DiH.5.2) Active None On Hold Agg.5.7 (Cls.5.9) (DiS.5.18) (DiH.5.2) Active None On Hold Agg.5.11 Cls.5.12 (DiS.5.21) None Active or Residual* None Destroy* Agg.5.11 (Cls.5.13) (DiS.5.24) (DiH.5.1) & DiH.5.2 Active None On Hold Agg.5.11 Cls.5.14 (DiS.5.10) None Active None Transfer *Note that records Rec.5.13 and Rec.5.18 with an “Action due” value of “Destroy” may either have already been destroyed and made residual by the disposal process, or they will be waiting confirmation of destruction under R8.4.20, depending on whether or not they have components that are automatically deleted or require confirmation.
T5.3.3 – Test Case 5.3.3.1 Test case description Initial export of record and disposal data 5.3.3.2 Test case preconditions (checks) Check Verify that… Tester’s Comments / Observations i T5.3.2 has previously been completed successfully during the same test session ii The test system has not been reconfigured or restarted since T5.3.2 was completed iii The test operator is logged in as user Usr.5.1 5.3.3.3 Test case steps (instructions) Step Instruction Expected Result / Rationale Tester’s Comments / Results A Export the record service under R11.4.1 (including residual entities under R11.4.2) The initial export should be compared against the export from 5.2 Test Script – Disposal – Session Day One The exported data has its own universally unique export identifier, under R11.4.4
export process under R101.4.19. This should be noted by the test centre in the test observations. C Export the disposal holding service under R11.4.1 (including residual entities under R11.4.2) The text comment for the export under R11.4.5 should be: “Test case T5.3.3C: initial export of disposal holding service” The initial export from 5.3 should be compared against the final export from 5.2 Test Script – Disposal – Session Day One The exported data has its own universally unique export identifier, under R11.4.4 The exported data has the text comment, “Test case T5.3.3C: initial export of disposal holding service” under R11.4.5 The exported data matches that expected under R11.4.3, R11.4.6, R11.4.7 and R11.4.9 Definitive comparative test data is not yet available, as the test framework is in beta, and export data must currently be checked by hand The export identifier and export comment can be found in the export event generated under R11.4.10, and stored in the event history of each entity exported The exported XML data is in Unicode, under R2.4.28 All textual metadata elements in the exported XML data are accompanied by a language identifier, under R2.4.28
B If a link is provided in the disposal alert message sent to Usr.5.1 for Rec.5.6 then use it to find record Rec.5.6 in the record system and inspect its metadata. Otherwise, search or browse for record Rec.5.6 and inspect its metadata. Record Rec.5.6 is found and its metadata may be inspected. If the disposal alert contains a link that may be followed directly to Rec.5.6 then this should be noted in the test observations. C Check the metadata of record Rec.5.6 and ensure that the Disposal Overdue Alert Timestamp (M14.4.21) has been set when the disposal alert was raised The Disposal Overdue Alert Timestamp (M14.4.21) has been set and the timestamp correlates to the time the disposal alert was raised.
Last Review Comment (M14.4.49) Last Reviewed Timestamp (M14.4.50) Transferred Timestamp (M14.4.106) Destroyed Timestamp (M14.4.17) C Search or browse for record Rec.5.12 in the record system and inspect it R6.5.17 Record Rec.5.12 is found and is active The metadata of record Rec.5.12 may be inspected D By performing a desk check confirm that record Rec.5.12 has the following metadata: The Retention Start Date (M14.4.93) is set to the date on which 5.2 Test script – Disposal – SESSION DAY ONE was conducted The Disposal Action Code (M14.4.18) is set to “TRANSFER” The Disposal Action Due Date (M14.4.19) is set to the Retention Start Date plus exactly 21 years Record Rec.5.12 has values for the metadata described and appropriate no values are set for those metadata that should not have values
5.3.6.4 Entity after test case T5.3.6 During this test case, destruction will have been cancelled on record Rec.5.13 (if it was not previously automatically destroyed). Legend Description Cls.5.8 ID of class directly applied to entity (Cls.5.8) ID of class inherited by entity from its parent (parentheses denotes inheritance) Cls.5.9 This property has been updated (underline and blue colour denotes change of Aggregations Agg.5.1 Agg.5.2 Agg.5.3 Agg.5.4 Agg.5.5 Agg.5.6 Agg.5.7 Agg.5.8 Agg.5.9 Agg.5.10 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Root Cls.5.1 Open None Active None Root Cls.5.2 Open None Active None Root Cls.5.3 Open None Active cMED.5.1 Root Cls.5.4 Closed None Active None Root Cls.5.8 Closed DiH.5.2 Active None Agg.5.5 (Cls.5.8) Closed (DiH.5.2) Active None Agg.5.5 Cls.5.9 Closed (DiH.5.2) Active None Root Cls.5.13 Open None Active None Agg.5.8 (Cls.5.13) Open None Active None Agg.5.9 (Cls.5.13) Open None Active None
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Disposal schedule Disposal Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.17) None Active None None Agg.5.4 Cls.5.6 (DiS.5.16) None Active None None Agg.5.4 Cls.5.7 DiS.5.26 or (DiS.5.25)* None Active or Residual* None None* Agg.5.6 (Cls.5.8) (DiS.5.7) (DiH.5.2) Active None Review Agg.5.6 Cls.5.10 (DiS.5.14) (DiH.5.2) Active None Transfer Agg.5.6 Cls.5.11 (DiS.5.23) (DiH.5.2) Active None On Hold Agg.5.7 (Cls.5.9) (DiS.5.18) (DiH.5.2) Active None On Hold Agg.5.11 Cls.5.12 (DiS.5.21) None Active or Residual* None Destroy* Agg.5.11 (Cls.5.13) (DiS.5.24) (DiH.5.1) & DiH.5.2 Active None On Hold Agg.5.11 Cls.5.14 (DiS.5.10) None Active None Transfer *If record Rec.5.13 was previously destroyed and made residual then it will not have been modified by this test case. Note that record Rec.5.18 will either be active with an action due of “Destroy”, or it will be a residual entity.
perform this function under R101.4.18. This should be noted by the test centre in the test observations. C R8.4.16 browse and inspect all records that are due for disposal with a Disposal Schedule of Dis.5.2 Only the records listed below should be discovered: Record Rec.5.1 (REVIEW) Record Rec.5.2 (REVIEW) Record Rec.5.3 (REVIEW) the test system implements MoReq2010® plug-in module 101. Graphical User Interface the GUI must provide a specialised interface to perform this function under R101.4.18. This should be noted by the test centre in the test observations. D Under R8.4.16 browse and inspect all records that are due for disposal with a Disposal Action Code of TRANSFER Only the records listed below should be discovered: Record Rec.5.4 (TRANSFER) Record Rec.5.8 (TRANSFER) Record Rec.5.10 (TRANSFER)
5.3.8.4 Entity state after test case T5.3.8 Note that there are no changes to any aggregations during this test case. Legend Description Cls.5.8 ID of class directly applied to entity (Cls.5.8) ID of class inherited by entity from its parent (parentheses denotes inheritance) Cls.5.9 This property has been updated (underline and blue colour denotes change of Aggregations Agg.5.1 Agg.5.2 Agg.5.3 Agg.5.4 Agg.5.5 Agg.5.6 Agg.5.7 Agg.5.8 Agg.5.9 Agg.5.10 Parent Class Open/closed Disposal Active/ residual Contextual metadata Root Cls.5.1 Open None Active None Root Cls.5.2 Open None Active None Root Cls.5.3 Open None Active cMED.5.1 Root Cls.5.4 Closed None Active None Root Cls.5.8 Closed DiH.5.2 Active None Agg.5.5 (Cls.5.8) Closed (DiH.5.2) Active None Agg.5.5 Cls.5.9 Closed (DiH.5.2) Active None Root Cls.5.13 Open None Active None Agg.5.8 (Cls.5.13) Open None Active None Agg.5.9 (Cls.5.13) Open None Active None
Aggregations Agg.5.11 Parent Open/closed Disposal Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) DiS.5.3 None Active None None Agg.5.7 Cls.5.1 DiS.5.19 (DiH.5.2) Active None None Agg.5.2 Cls.5.1 DiS.5.20 None Active None None Agg.5.2 (Cls.5.2) DiS.5.13 (DiH.5.1) Active None Transfer Agg.5.2 (Cls.5.2) (DiS.5.15) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.22 (DiH.5.1) & DiH.5.2 Active cMED.5.2 None Agg.5.2 (Cls.5.2) DiS.5.12 (DiH.5.1) Active None Transfer Agg.5.3 (Cls.5.3) DiS.5.11 None Active None None Agg.5.3 Cls.5.4 (DiS.5.17) None Active None Transfer
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.17) None Active None None Agg.5.4 Cls.5.6 (DiS.5.16) None Active None None Agg.5.4 Cls.5.7 DiS.5.26 or (DiS.5.25)* None Active or Residual* None None Agg.5.6 (Cls.5.8) DiS.5.18 (DiH.5.2) Active None On Hold Agg.5.6 Cls.5.10 (DiS.5.14) (DiH.5.2) Active None Transfer Agg.5.6 Cls.5.11 (DiS.5.23) (DiH.5.2) Active None On Hold Agg.5.7 (Cls.5.9) (DiS.5.18) (DiH.5.2) Active None On Hold Agg.5.11 Cls.5.12 (DiS.5.21) None Active or Residual* None Destroy* Agg.5.11 (Cls.5.13) (DiS.5.24) (DiH.5.1) & DiH.5.2 Active None On Hold Agg.5.11 Cls.5.14 (DiS.5.10) None Active None Transfer *Note that record Rec.5.13 will either be residual with disposal schedule DiS.5.25 (inherited), or it will be active with disposal schedule DiS.5.26 (applied). Similarly, Rec.5.18 will either be residual, or it will be active with an action due of “Destroy”.
C Nominate all records returned and cancel the transfer operation for them in bulk as a single operation under R8.4.18 by applying the disposal schedule DiS.5.11 to all records simultaneously The transfer of records Rec.5.4 and Rec.5.8 is successfully (and collectively) cancelled and they are the new disposal schedule DiS.5.11 D Search under R10.4.1 for all records with the disposal schedule DiS.5.11 and inspect them under R6.5.17 By performing a desk check confirm that all four records Rec.5.4, Rec.5.6, Rec.5.8, and Rec.5.9 have the following metadata in common: The Disposal Schedule Identifier (M14.4.22) is set to DiS.5.11 The Retention Start Date (M14.4.93) is set to today The Disposal Action Code (M14.4.18) is set to “TRANSFER” Searching for all records with the disposal schedule DiS.5.11 returns the following: Record Rec.5.4 Record Rec.5.6 (see previous test case T5.3.8) Record Rec.5.8 Record Rec.5.9 (see previous test case T5.3.8) On inspection the disposal metadata of records Rec.5.4, Rec.5.6, Rec.5.8 and Rec.5.9 is the same and is as given
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) DiS.5.3 None Active None None Agg.5.7 Cls.5.1 DiS.5.19 (DiH.5.2) Active None None Agg.5.2 Cls.5.1 DiS.5.20 None Active None None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) (DiS.5.15) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.22 (DiH.5.1) & DiH.5.2 Active cMED.5.2 None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.3 (Cls.5.3) DiS.5.11 None Active None None Agg.5.3 Cls.5.4 (DiS.5.17) None Active None Transfer
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.17) None Active None None Agg.5.4 Cls.5.6 (DiS.5.16) None Active None None Agg.5.4 Cls.5.7 DiS.5.26 or (DiS.5.25)* None Active or Residual* None None Agg.5.6 (Cls.5.8) DiS.5.18 (DiH.5.2) Active None On Hold Agg.5.6 Cls.5.10 (DiS.5.14) (DiH.5.2) Active None Transfer Agg.5.6 Cls.5.11 (DiS.5.23) (DiH.5.2) Active None On Hold Agg.5.7 (Cls.5.9) (DiS.5.18) (DiH.5.2) Active None On Hold Agg.5.11 Cls.5.12 (DiS.5.21) None Active or Residual* None Destroy* Agg.5.11 (Cls.5.13) (DiS.5.24) (DiH.5.1) & DiH.5.2 Active None On Hold Agg.5.11 Cls.5.14 (DiS.5.10) None Active None Transfer *Note that record Rec.5.13 will either be residual with disposal schedule DiS.5.25 (inherited), or it will be active with disposal schedule DiS.5.26 (applied). Similarly, Rec.5.18 will either be residual, or it will be active with an action due of “Destroy”.
5.3.10.4 Entity state after test case T5.3.10 During this test case the transfer of records Rec.5.10, Rec.5.15 and Rec.5.20 is confirmed. There are no changes to any aggregations. Legend Description Cls.5.8 ID of directly applied to entity (Cls.5.8) ID of class inherited by entity from its parent (parentheses denotes inheritance) Cls.5.9 This property has been updated (underline and blue colour denotes change of state) Aggregations Agg.5.1 Agg.5.2 Agg.5.3 Agg.5.4 Agg.5.5 Agg.5.6 Agg.5.7 Agg.5.8 Agg.5.9 Agg.5.10 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Root Cls.5.1 Open None Active None Root Cls.5.2 Open None Active None Root Cls.5.3 Open None Active cMED.5.1 Root Cls.5.4 Closed None Active None Root Cls.5.8 Closed DiH.5.2 Active None Agg.5.5 (Cls.5.8) Closed (DiH.5.2) Active None Agg.5.5 Cls.5.9 Closed (DiH.5.2) Active None Root Cls.5.13 Open None Active None Agg.5.8 (Cls.5.13) Open None Active None Agg.5.9 (Cls.5.13) Open None Active None
Aggregations Agg.5.11 Parent Class Open/closed Disposal Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) DiS.5.3 None Active None None Agg.5.7 Cls.5.1 DiS.5.19 (DiH.5.2) Active None None Agg.5.2 Cls.5.1 DiS.5.20 None Active None None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) (DiS.5.15) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.22 (DiH.5.1) & DiH.5.2 Active cMED.5.2 None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.3 (Cls.5.3) DiS.5.11 None Active None None Agg.5.3 Cls.5.4 (DiS.5.17) None Active or Residual* None Destroy*
A Search under R10.4.1 for all records with a Disposal Action Code (M14.4.18) set to RETAIN ON HOLD (under R8.4.21 and R9.4.4) and inspect them under R6.5.17 The search for all records with a Disposal Action Code of RETAIN ON HOLD must return the following records: Record Rec.5.14 (subject to disposal hold DiS.5.2) Record Rec.5.15 (subject to disposal hold DiS.5.2) Record Rec.5.16 (subject to disposal hold DiS.5.2) Record Rec.5.17 (subject to disposal hold DiS.5.2) Record Rec.5.19 (subject to disposal holds DiS.5.1 and DiS.5.2) B Search or browse to disposal hold DiH.5.2 in the disposal holding service and inspect it R9.4.7 Disposal hold DiH.5.2 is and is active C Attempt to delete disposal hold DiH.5.2 under R9.4.5 Disposal hold DiH.5.2 cannot be deleted under R9.4.5 because it has been used D Lift disposal hold DiH.5.2 from the affected records by destroying it under R9.4.6 Disposal hold DiH.5.2 is successfully destroyed under R9.4.6
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) DiS.5.3 None Active None None Agg.5.7 Cls.5.1 DiS.5.19 None Active None None Agg.5.2 Cls.5.1 DiS.5.20 None Active None None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) (DiS.5.15) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.22 (DiH.5.1) Active cMED.5.2 None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.3 (Cls.5.3) DiS.5.11 None Active None None Agg.5.3 Cls.5.4 (DiS.5.17) None Active or Residual* None Destroy*
The text comment for the export under R11.4.5 should be: “Test case T5.3.24A: final export of record service” The exported data in each set matches that expected R11.4.3, R11.4.6, R11.4.7 and R11.4.9 Note: Definitive comparative test data is not yet available, as the test framework is in beta, and export data must currently be checked by hand The export identifier and export comment can be found in the export event generated under R11.4.10, and stored in the event history of each entity exported The exported XML data is in Unicode, under R2.4.28 All textual metadata elements in the exported XML data are accompanied by a language identifier, under R2.4.28 All timestamps in the exported XML data are in the W3C XML dateTimeStamp format and include time zone information, R2.4.27 the test system implements MoReq2010® plug-in module 101. Graphical User Interface the GUI must provide a specialised interface to perform the export process under R101.4.19. This should be noted by the test centre in the test observations.
B Export the disposal scheduling service under R11.4.1 (including residual entities under R11.4.2) The text comment for the export under R11.4.5 should be: “Test case T5.3.24B: final export of disposal scheduling service” The final export should be compared against the initial export in test case T5.3.3 The exported data has its own universally unique export identifier, under R11.4.4 The exported data has the text comment, “Test case T5.3.24B: final export of disposal scheduling service” under R11.4.5 The exported data in each set matches that expected R11.4.3, R11.4.6, R11.4.7 and R11.4.9 Note: Definitive comparative test data is not yet available, as the test framework is in beta, and export data must currently be checked by hand The export identifier and export comment can be found in the export event generated under R11.4.10, and stored in the event history of each entity exported The exported XML data is in Unicode, under R2.4.28 All textual metadata elements in the exported XML data are accompanied by a language identifier, R2.4.28 All timestamps in the exported XML data are in the W3C XML dateTimeStamp format and include time zone information, under R2.4.27
Where the test system implements MoReq2010® plug-in module 101. Graphical User Interface the GUI must provide a specialised interface to perform the export process under R101.4.19. This should be noted by the test centre in the test observations. C Export the disposal holding service R11.4.1 (including residual entities under R11.4.2) The text comment for the export under R11.4.5 should be: “Test case T5.3.24C: final export of disposal holding service” The final export should be compared against the initial export in test case T5.3.3 The exported data has its own universally unique export identifier, under R11.4.4 The exported data has the text comment, “Test case T5.3.24C: final export of disposal holding service” under R11.4.5 The exported data in each set matches that expected under R11.4.3, R11.4.6, R11.4.7 and R11.4.9 Note: Definitive comparative test data is not yet available, as the test framework is in beta, and export data must currently be checked by hand The export identifier and export comment can be found in the export event generated under R11.4.10, and stored in the event history of each entity exported The exported XML data is in Unicode, under R2.4.28
T5.3.13 – Test Case 5.3.13.1 Test case description Final compliance check 5.3.13.2 Test case preconditions (checks) Check Verify that… Tester’s Comments / Observations i T5.4.12 has previously been completed successfully during the same test session ii The test system has not been reconfigured or restarted since T5.4.12 was completed iii The test operator is logged in as user Usr.5.1 5.3.13.3 Test case (instructions) Step Instruction Expected Result / Rationale Tester’s Comments / Results A Generate the compliance report for the test system (reference R2.4.5) The compliance report contains all of the information required by R2.4.5 The compliance report should be identical to the compliance report generated by test case T5.3.2 Specifically, the compliance report must show compliance with, at least: User and Group Service v1.x (cd532472-85b0-4c1c-82b4-5c8370b7d0e6)
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.17) None Active None None Agg.5.4 Cls.5.6 (DiS.5.16) None Active None None Agg.5.4 Cls.5.7 DiS.5.26 or (DiS.5.25)* None Active or Residual* None None Agg.5.6 (Cls.5.8) DiS.5.18 None Active or Residual* None Destroy* Agg.5.6 Cls.5.10 (DiS.5.14) None Active or Residual* None Destroy* Agg.5.6 Cls.5.11 (DiS.5.23) None Active or Residual* None Destroy* Agg.5.7 (Cls.5.9) (DiS.5.18) None Active or Residual* None Destroy* Agg.5.11 Cls.5.12 (DiS.5.21) None Active or Residual* None Destroy* Agg.5.11 (Cls.5.13) (DiS.5.24) (DiH.5.1) Active None On Hold Agg.5.11 Cls.5.14 (DiS.5.10) None Active or Residual* None Destroy* *Note that record Rec.5.13 will either be residual with disposal schedule DiS.5.25 (inherited), or it will be active with disposal schedule DiS.5.26 (applied). Similarly, records Rec.5.2, Rec.5.10, Rec.5.14, Rec.5.15, Rec.5.16, Rec.5.17, Rec.5.18 and Rec.5.20 will either be residual, or they will be active with an action due of “Destroy”. For records Rec.5.2 this will be as a result of the firing of a disposal rule since the last test session. Record Rec.5.1 will also now be due for review.
T5.4.2 – Test case 5.4.2.1 Test case description Initial compliance check 5.4.2.2 Test case preconditions (checks) Check Verify that… Tester’s Comments / Observations i T5.4.1 has previously been completed successfully during the same test session ii The test system has not been reconfigured or restarted since T5.4.1 was completed 5.4.2.3 Test case (instructions) Step Instruction Expected Result / Rationale Tester’s Comments / Results A Log into the test system as user Usr.5.1 under R3.4.1 User Usr.5.1 logs in successfully B Generate the compliance report for the The compliance report contains all of the information and metadata required by R2.4.5 and R2.4.2 Specifically, the compliance report must show compliance with, at least:
5.4.4.4 Entity state after test case 5.4.4 Before the session starts some disposal rules set on previous days will have fired and some disposal actions should now be due. Legend Description Cls.5.8 ID of class directly applied to entity (Cls.5.8) ID of class inherited by entity from its parent (parentheses denotes inheritance) Cls.5.9 This property has been updated (underline and blue colour denotes change of state) Aggregations Agg.5.1 Agg.5.2 Agg.5.3 Agg.5.4 Agg.5.5 Agg.5.6 Agg.5.7 Agg.5.8 Agg.5.9 Agg.5.10 Parent Open/closed Disposal Active/ residual Contextual metadata Root Cls.5.1 Open None Active None Root Cls.5.2 Open None Active None Root Cls.5.3 Open None Active cMED.5.1 Root Cls.5.4 Closed None Active None Root Cls.5.8 Closed None Residual None Agg.5.5 (Cls.5.8) Closed None Residual None Agg.5.5 Cls.5.9 Closed None Residual None Root Cls.5.13 Open None Active None Agg.5.8 (Cls.5.13) Open None Active None Agg.5.9 (Cls.5.13) Open None Active None
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Open None Active None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) DiS.5.3 None Active None Review Agg.5.7 Cls.5.1 DiS.5.19 None Residual None n/a Agg.5.2 Cls.5.1 DiS.5.20 None Active None None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) (DiS.5.15) (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.2 (Cls.5.2) DiS.5.22 (DiH.5.1) Active cMED.5.2 None Agg.5.2 (Cls.5.2) DiS.5.11 (DiH.5.1) Active None None Agg.5.3 (Cls.5.3) DiS.5.11 None Active None None Agg.5.3 Cls.5.4 (DiS.5.17) None Residual None n/a
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.17) None Active None None Agg.5.4 Cls.5.6 (DiS.5.16) None Active None None Agg.5.4 Cls.5.7 DiS.5.26 or (DiS.5.25)* None Active or Residual* None None Agg.5.6 (Cls.5.8) DiS.5.18 None Residual None n/a Agg.5.6 Cls.5.10 (DiS.5.14) None Residual None n/a Agg.5.6 Cls.5.11 (DiS.5.23) None Residual None n/a Agg.5.7 (Cls.5.9) (DiS.5.18) None Residual None n/a Agg.5.11 Cls.5.12 (DiS.5.21) None Residual None n/a Agg.5.11 (Cls.5.13) (DiS.5.24) (DiH.5.1) Active None On Hold Agg.5.11 Cls.5.14 (DiS.5.10) None Residual None n/a *Note that record Rec.5.13 will either be residual with disposal schedule DiS.5.25 (inherited), or it will be active with disposal schedule DiS.5.26 (applied). Records Rec.5.2, Rec.5.10, Rec.5.14, Rec.5.15, Rec.5.16, Rec.5.17, Rec.5.18 and Rec.5.20 will be residual. .
Confirm through inspection that aggregation Agg.5.5 has been automatically destroyed under R8.4.22 and is a residual entity Aggregation Agg.5.5 is closed in test case T5.2.11 B Browse from aggregation Agg.5.5 to its aggregations Agg.5.6 and Agg.5.7 under R6.5.9 and confirm that they too are residual and have been destroyed under R8.4.22 Aggregations Agg.5.6 and Agg.5.7 are found and are residual Because the aggregations Agg.5.6 and Agg.5.7 are closed they must be automatically destroyed under R8.4.22 when the last of the records they contain is destroyed (in the previous test case T5.4.5) Aggregation Agg.5.6 is closed in test case T5.2.7 Aggregation Agg.5.7 is closed in test case T5.2.11 C Browse from the child aggregations Agg.5.6 and Agg.5.7 to their records and confirm that the records in these aggregations are also all destroyed and residual The child records of aggregations Agg.5.6 and Agg.5.7 are found and are residual, these are: Record Rec.5.14 in aggregation Agg.5.6 Record Rec.5.15 in aggregation Agg.5.6 Record Rec.5.16 in aggregation Agg.5.6 Record Rec.5.2 in aggregation Agg.5.7
descendant aggregations as part of confirmation the destruction of records Browse to aggregation Agg.5.8 and confirm that it is now a residual aggregation and that all of its descendant aggregations and records are also automatically destroyed and are residual The destruction of record Rec.5.19 is confirmed if necessary E If no record is found: Browse to aggregation Agg.5.11 under R6.5.9 and close it under R6.5.6 Inspect aggregation Agg.5.11 R6.5.9 and confirm that following its closure it has now been automatically destroyed under R8.4.23 and is now a residual record Browse to aggregation Agg.5.10 R6.5.9 and close it under R6.5.6 Inspect aggregation Agg.5.10 under R6.5.9 and confirm that following its If record Rec.5.19 does not require confirmation of destruction under R8.4.20 then it will be automatically destroyed before the test case and will not be found Where this occurs, the user must close each of the aggregations under Agg.5.8 to allow the automatic destruction aggregations to cascade upwards under R8.4.22 (see also the rationale to R6.5.6) The following ancestor/descendant aggregations are destroyed automatically by the test system upon closure:
5.4.6.4 Entity state after test case 5.4.6, the end of TEST SESSION DAY THREE, and the end of the test The last disposal hold DiH.5.1 is lifted. Destruction of record Rec.5.19 is confirmed. A cascading destruction of aggregations follows. Legend Description Cls.5.8 ID of class directly applied to entity (Cls.5.8) ID of class inherited by entity from its parent (parentheses denotes inheritance) Cls.5.9 This property has been updated (underline and blue colour denotes change of state) Aggregations Agg.5.1 Agg.5.2 Agg.5.3 Agg.5.4 Agg.5.5 Agg.5.6 Agg.5.7 Agg.5.8 Agg.5.9 Agg.5.10 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Root Cls.5.1 Open None Active None Root Cls.5.2 Open None Active None Root Cls.5.3 Open None Active cMED.5.1 Root Cls.5.4 Closed None Active None Root Cls.5.8 Closed None Residual None Agg.5.5 (Cls.5.8) Closed None Residual None Agg.5.5 Cls.5.9 Closed None Residual None Root Cls.5.13 Closed None Residual None Agg.5.8 (Cls.5.13) Closed None Residual None Agg.5.9 (Cls.5.13) Closed None Residual None
Aggregations Agg.5.11 Parent Class Open/closed Disposal holds Active/ residual Contextual metadata Agg.5.10 (Cls.5.13) Closed None Residual None Records Rec.5.1 Rec.5.2 Rec.5.3 Rec.5.4 Rec.5.5 Rec.5.6 Rec.5.7 Rec.5.8 Rec.5.9 Rec.5.10 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.1 (Cls.5.1) DiS.5.3 None Active None Review Agg.5.7 Cls.5.1 DiS.5.19 None Residual None n/a Agg.5.2 Cls.5.1 DiS.5.20 None Active None None Agg.5.2 (Cls.5.2) DiS.5.11 None Active None None Agg.5.2 (Cls.5.2) (DiS.5.15) None Active None None Agg.5.2 (Cls.5.2) DiS.5.11 None Active None None Agg.5.2 (Cls.5.2) DiS.5.22 None Active cMED.5.2 None Agg.5.2 (Cls.5.2) DiS.5.11 None Active None None Agg.5.3 (Cls.5.3) DiS.5.11 None Active None None Agg.5.3 Cls.5.4 (DiS.5.17) None Residual None n/a
Records Rec.5.11 Rec.5.12 Rec.5.13 Rec.5.14 Rec.5.15 Rec.5.16 Rec.5.17 Rec.5.18 Rec.5.19 Rec.5.20 Parent Class Disposal schedule Disposal holds Active/ residual Contextual metadata Action due Agg.5.4 (Cls.5.4) (DiS.5.17) None Active None None Agg.5.4 Cls.5.6 (DiS.5.16) None Active None None Agg.5.4 Cls.5.7 DiS.5.26 or (DiS.5.25)* None Active or Residual* None None Agg.5.6 (Cls.5.8) DiS.5.18 None Residual None n/a Agg.5.6 Cls.5.10 (DiS.5.14) None Residual None n/a Agg.5.6 Cls.5.11 (DiS.5.23) None Residual None n/a Agg.5.7 (Cls.5.9) (DiS.5.18) None Residual None n/a Agg.5.11 Cls.5.12 (DiS.5.21) None Residual None n/a Agg.5.11 (Cls.5.13) (DiS.5.24) None Residual None n/a Agg.5.11 Cls.5.14 (DiS.5.10) None Residual None n/a *Note that record Rec.5.13 will either be residual with disposal schedule DiS.5.25 (inherited), or it will be active with disposal schedule DiS.5.26 (applied). Records Rec.5.2, Rec.5.10, Rec.5.14, Rec.5.15, Rec.5.16, Rec.5.17, Rec.5.18, Rec.5.19 and Rec.5.20 will be residual. For record Rec.5.19 this is a result of lifting disposal hold DiH.5.1 and confirming destruction of the record.
B Export the disposal scheduling service under R11.4.1 (including residual entities under R11.4.2) The text comment for the export under R11.4.5 should be: “Test case T5.4.8B: initial export of disposal scheduling service” The initial export should be compared against the final export from 5.2 Test Script – Disposal – Session Day One The exported data has its own universally unique export identifier, under R11.4.4 The exported data has the text comment, “Test case T5.4.8B: initial export of disposal scheduling service” under R11.4.5 The exported data matches that expected under R11.4.3, R11.4.6, R11.4.7 and R11.4.9 Note: Definitive comparative test data is not yet available, as the test framework is in beta, and export data must currently be checked by hand The export identifier and export comment can be found in the export event generated under R11.4.10, and stored in the event history of each entity exported The exported XML data is in Unicode, under R2.4.28 All textual metadata elements in the exported XML data are accompanied by a language identifier, under R2.4.28 All timestamps in the exported XML data are in the W3C XML dateTimeStamp format and include time zone information, under R2.4.27
All textual metadata elements in the exported XML data are accompanied by a language identifier, R2.4.28 All timestamps in the exported XML data are in the W3C XML dateTimeStamp format and include time zone information, under R2.4.27 the test system implements MoReq2010® plug-in module 101. Graphical User Interface the GUI must provide a specialised interface to perform the export process under R101.4.19. This should be noted by the test centre in the test observations.
5.A.2 Role service 5.A.1.2 Role entities Administrative? Functions (access control) Comment Rol.5.1 Yes Record – Disposal Alert (F14.5.125) Receive disposal alerts Rol.5.2 No User – Browse Records Due For Disposal (F14.5.178) User – Detailed Report (F14.5.184) User – Export (F14.5.185) User – Search (F14.5.195) User – Summary Report (F14.5.196) user Rol.5.2 Yes Entity Type – Inspect (F14.5.83) Entity Type – Inspect ACL (F14.5.84) Entity Type – Inspect Event (F14.5.85) Entity Type – Modify ACL (F14.5.86) Function Definition – Inspect (F14.5.87) Function Definition – Inspect ACL (F14.5.88) Function Definition – Inspect (F14.5.89) Function Definition – Modify ACL (F14.5.91) Function Definition – Modify Event Generation (F14.5.92) Function Definition – Modify Retain Event On Destruction (F14.5.93) Service – Inspect (F14.5.158) Service – Inspect ACL (F14.5.159) Service – Inspect Event (F14.5.160) Service – Modify ACL (F14.5.161) Service – Modify Metadata (F14.5.162) Read/write services
Rol.5.6 Yes Class – Add Contextual Metadata (F14.5.23) Class – Create (F14.5.24) Class – Delete (F14.5.25) Class – Delete Residual Event (F14.5.26) – Delete Residual Metadata (F14.5.27) Class – Destroy (F14.5.28) Class – Inspect (F14.5.30) Class – Inspect ACL (F14.5.31) Class – Inspect Event (F14.5.32) Class – Modify ACL (F14.5.33) Class – Modify Default Disposal Schedule (F14.5.34) Class – Modify Metadata (F14.5.35) Class – Modify Originated Date/Time (F14.5.36) Read/write classes Rol.5.7 Yes Aggregation – Add Aggregation (F14.5.1) Aggregation – Add Contextual Metadata (F14.5.2) Aggregation – Add Record (F14.5.3) Aggregation – Close (F14.5.4) Aggregation – Create (F14.5.5) Aggregation – Delete (F14.5.6) Aggregation – Delete Residual Event (F14.5.7) Aggregation – Delete Residual Metadata (F14.5.8) Aggregation – Inherit Default Class (F14.5.11) Aggregation – Inspect (F14.5.12) Aggregation – Inspect ACL (F14.5.13) Aggregation – Inspect Event (F14.5.14) Aggregation – Modify ACL (F14.5.15) aggregations
Aggregation – Modify Max Levels Of Aggregation (F14.5.16) Aggregation – Modify Metadata (F14.5.17) Aggregation – Modify Originated Date/Time (F14.5.18) Aggregation – Open (F14.5.19) Aggregation – Override Class (F14.5.20) Aggregation – Remove Aggregation (F14.5.21) Aggregation – Remove Record (F14.5.22) Rol.5.8 No Record – Add Contextual Metadata (F14.5.115) Record – Cancel Destruction (F14.5.116) Record – Cancel Transfer (F14.5.117) Record – Complete Review (F14.5.118) Record – Confirm Destruction (F14.5.119) Record – Confirm Transfer (F14.5.120) Record – Create (F14.5.121) Record – Delete Residual Event (F14.5.122) Record – Delete Residual Metadata (F14.5.123) Record – Duplicate (F14.5.126) Record – Held (F14.5.128) Record – Inherit Default Class (F14.5.129) Record – Inherit Default Disposal Schedule (F14.5.130) Record – Inspect (F14.5.131) Record – Inspect ACL (F14.5.132) Record – Inspect Event (F14.5.133) Record – Modify ACL (F14.5.134) Record – Modify Metadata (F14.5.135) Record – Modify Originated Date/Time (F14.5.136) Read/write records
DiS.5.10 TRANSFER FROM NOW NO RETENTION PERIOD DAYS 1 DiS.5.11 TRANSFER FROM DATE OF LAST REVIEW MONTHS 18 START OF NEXT MONTH DAYS 10 DiS.5.12 TRANSFER FROM RECORD ORIGINATED DATE YEARS 10 NO OFFSET DAYS 1 DiS.5.13 TRANSFER FROM DATE ADDED TO AGGREGATION DAYS 1 NO OFFSET DAYS 1 DiS.5.14 TRANSFER FROM AGGREGATION ORIGINATED DATE WEEKS 52 NO OFFSET DAYS 1 DiS.5.15 TRANSFER FROM DATE OF LAST ADDITION TO AGGREGATION MONTHS 6 START OF OCTOBER DAYS 15 DiS.5.16 TRANSFER FROM AGGREGATION CLOSED DATE 21 NO OFFSET WEEKS 1 DiS.5.17 TRANSFER FROM AGGREGATION METADATA DATE cMED.5.1 2 NO OFFSET DAYS 28 DiS.5.18 DESTROY FROM NOW NO RETENTION PERIOD DAYS 1
DiS.5.19 DESTROY FROM DATE OF LAST REVIEW DAYS 1 NO OFFSET DAYS 1 DiS.5.20 DESTROY FROM RECORD ORIGINATED DATE MONTHS 4 START OF NEXT MONTH DAYS 1 DiS.5.21 DESTROY FROM DATE ADDED TO AGGREGATION DAYS 1 NO OFFSET DAYS 1 DiS.5.22 DESTROY FROM RECORD METADATA DATE cMED.5.2 YEARS 7 OF NEXT QUARTER MAY WEEKS 12 DiS.5.23 DESTROY FROM AGGREGATION ORIGINATED DATE 1 NO OFFSET DAYS 30 DiS.5.24 DESTROY FROM DATE OF LAST ADDITION TO AGGREGATION DAYS 1 NO OFFSET DAYS 1 DiS.5.25 DESTROY FROM AGGREGATION CLOSED DATE DAYS 1 NO OFFSET DAYS 1 DiS.5.26 DESTROY FROM AGGREGATION METADATA DATE cMED.5.1 100 OF SPECIFIED MONTH FEBRUARY WEEKS 5