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ISO 17025

Pending Disposition

The Pending Disposition page shows batches of records that have matured under a retention policy and are waiting on a human decision (ISO/IEC 17025 §8.4). Batches are created automatically by the nightly job that an approved Retention Policy activates — they are never added by hand, which is why the page has no create button.

Found under: ISO 17025 → Records Lifecycle → Pending Disposition.

Toolbar

ButtonAction
Add — Create a new record
Columns — Show/hide table columns
Filters — Open/close the filter panel. A red dot indicates active filters
Export CSV — Download table data as a CSV file
Orientation — Toggle between portrait and landscape printing
Print — Generate a PDF of the current view
Help — Open the help dialog
Search — Quick search through table data

Record Actions

Clicking the icon on each row shows:

  • Edit — Open the edit form
  • Delete — Delete the record (with confirmation)

What the table shows

ColumnDescription
NumberThe batch number
Record Type · ActionWhat it holds and what will be done to it
QuarterThe quarter of maturity
RecordsHow many records it covers
Policy VersionWhich policy version produced it
StatusPending, Deferred or Authorized
Deferred UntilThe review date, if it has been deferred

The side panel

View / Authorize on the row action menu opens the batch. There you see the cascade tree — which child records will follow — and a sample of the identifiers. All three actions are taken from that panel.

ActionWhat it asks forWhen it is allowed
AuthorizeA reason and an explicit confirmationOn Pending, or on Authorized awaiting a second signature
DeferA future date and a reasonOn Pending only
CancelA reasonOn Pending or Deferred

What Authorize means

Authorising executes immediately: the destruction or archival happens there and then, together with linked child records and photo files on disk. It is not scheduling, it is execution. That is why it asks for a reason and for confirmation that you have reviewed the cascade tree.

When a batch requires two signatures, the first authorisation leaves it as Authorized with an amber notice showing who signed first. The second authoriser must be a different person — the button is disabled for the first.

Notes

  • 🔴 The default view does not show everything. The status filter starts on "Pending + due deferred", so batches deferred to a future date and batches awaiting a second signature are hidden. Change the filter to see them.
  • Cancelling is not final. The nightly job re-evaluates the batch on the next cycle.
  • The deferral date must be in the future; the default is 30 days out.
  • If the batch changed while the panel was open, authorisation is refused and you are asked to refresh.
  • Nothing on this page can be deleted or edited.