1. Documents, automatically declared as records, are auto-foldered into a managed folder that is in Open Status.
2. An Event occurs on the record (folder) (e.g. employee separated, court case closed).
3. When the event is posted, it moves the folder to Closed Status, locking the folder and preventing modification.
4. The folder then transitions to Cutoff Status, initiating the Retention Plan for the record.
5. At the end of the retention period, the folder, all documents and all metadata are Purged from OnBase.