Retentions

A Retention represents a reusable entity that defines a time period from an associated Trigger. It is used to represent regulation or policy that refers to some duration. One or more Retentions are used to build a Lifecycle.

Retention Properties

Property	Description
Title	Defines the unique name of the Retention
Description	Defines the description of the Retention for informational purposes
Authority	Defines the Authority for which the Retention has been defined. For example, this may be the Policy Number or the Tax Code.
Trigger	Defines the associated Trigger, which defines what triggers the retention timer
Interval	Defines the numeric value, which represents how long the Time Period of the Retention lasts
Time Period	Defines how the Interval is to be interpreted Supported values are: Day(s) Month(s) Year(s)

Creating a Retention

Select Plan from the Main Menu.
Select Retentions from the left navigation menu.
Click Create. The Create Retention dialog opens.
Enter the desired Retention Properties.
Click Create.