Security & privacy
Data Retention
Create and review retention policies and see records awaiting an erasure decision.
What this does
Create and review policies that specify which cataloged data is retained, the lifecycle trigger, and the retention period.
Steps
- Open Data Retention and select Create Policy.
- Complete Policy Details, then in Scope select the subject, module, data category, and data elements covered.
- In Retention Rules, choose the lifecycle trigger and a retention period greater than zero. Use Next to reach Review & Create, check the policy, then select Create Policy.
- Use the subject and status filters to find a policy; select View to inspect it or Edit to change its details, scope, or rules. Review the Erasure review queue for eligible records.
Result
A policy sends eligible records for human review when its period ends; it does not automatically delete them. For the review workflow, see Data Erasure.
Related/Next guide: Data Erasure.