Creating a Retention Record

You usually create a retention record to contain documents related to a specific product.

Required access roles:

  • Baseline: Leader
  • App-specific: Retention Manager

Before you begin: View the retention record schedule. See Record Retention Schedule.
  1. Select Create Retention from the page Actions menu or toolbar.
  2. Enter details for these fields:

    Field Name Description
    Name Enter a name or check the Autoname box to have the system assign a name.
    Title Enter a title for the retention record.
    Description Enter the details of the retention record.
    Owner If you want to assign a user other than yourself as the owner of this record, click . The selected owner must have the Record Retention Manager role.
    Default Retention Period Modify the default value as required for this specific record, such as 0.5 (half a year) or 1.5. The retention date is calculated based on the value you enter here.

    You can set different values for individual documents added to this record. See Editing the Retention Period.

    Comments Enter any additional details or comments.

    Note: You cannot choose vaults. Administrator decides the vault for creating objects and searching objects.

  3. Click Done. The Retained Document list opens. See Retained Documents List. You need to promote the retention record to Active before you can add documents.