Retention Schedule

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Retention Schedule

To assign retention schedule to a digital file


A user with 'Create Records' rights can assign retention schedule to a digital file.  


Right click on a file to open its context menu and then click on Retention Schedule. This will open 'Record Details' dialog. Fill up the following details:

o The name and description of the record

oSelect the record series from the drop list
oEnter the base date (the date based on which the disposition date should be calculated). Entering this date will automatically calculate the records disposition date.
oIf the record is being created for a physical item, optionally enter it’s volume
oAdd additional information of the record in the custom fields if set by your records manager. For example: the type of record, its storage location, etc.  For more information to learn how to create custom fields, click here.
oHold Type: You can use a retention hold to retain a file beyond its expiration period and prevent it from being disposed. Example: Legal hold
oHold Reason: Type any comments that you want to provide about why the record is placed under hold.

Click Save button.


note Note:  

Files tagged for retention schedule can be moved from one location to another but cannot be:

   - Check-out for editing

   - Deleted

   - Duplicated (Copied)


For more information, see Record Retention in desktop client manual.