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Retention and Disposition Schedules

Create and manage schedules that define how long documents are retained and what happens when retention ends.

Who Can Manage Schedules?

Role Access
R&D Managers Create and edit schedules
System Administrator Full access
Other Users Cannot manage

Creating a New Schedule

  1. Navigate to the Control Panel
  2. Click Retention and Disposition Schedules
  3. Click New in the left menu
  4. Configure schedule settings:
Setting Description
Schedule Name Descriptive name
Retention Period How long to retain
Trigger When retention starts
Disposition Action What happens at end
Assignee Who handles disposition
  1. Click OK

Assigning Schedules to Documents

  1. Open document Properties
  2. Scroll to the Retention section
  3. Select a Retention and Disposition Schedule
  4. Save changes

Retention Triggers

Trigger When Retention Starts
Immediate As soon as schedule is applied
On Cutoff When document enters cutoff state

Cutoff State

When a document is in cutoff state, it cannot be checked out for edits. This is similar to being marked as "complete." Retention begins at this point if the schedule uses cutoff triggering.

Schedule Lifecycle

flowchart LR
    A[Schedule Applied] --> B{Trigger Type}
    B -->|Immediate| C[Retention Starts]
    B -->|On Cutoff| D[Wait for Cutoff]
    D --> C
    C --> E[Retention Period]
    E --> F[Disposition]

Best Practices

Scheduling Guidelines

  • Use descriptive schedule names
  • Match schedules to regulatory requirements
  • Test schedules before production use
  • Document disposition procedures

See Also