Most organisations keep everything because deciding is harder than storing. This sets a period per record type, applies it automatically, and proves it happened.
What's Included
- A period per record type with the reason recorded.
- Applied on a schedule not when someone remembers.
- Legal holds that override and cannot be missed.
- An assistant that finds record types with no period set.
How To Use
- Record the reason for each period. It will be questioned.
- Apply on a schedule. Manual deletion is applied inconsistently.
- Support holds that override the schedule and cannot be bypassed.
- Log deletions. Proving deletion is often the actual requirement.
Coordinate with document control, and with the retention schedule manager.