Retention & Disposition¶
A Retention and Disposition (R&D) schedule specifies how long records should be kept and what happens when that period ends. This ensures documents are retained when needed and disposed of appropriately when no longer required.
Why Use Retention Schedules?¶
Compliance & Protection
- Records that should be kept are protected from accidental or deliberate deletion
- Records that should be disposed are not kept longer than necessary
- Meets regulatory and legal compliance requirements
Key Features¶
Protected Documents¶
All documents subject to retention are protected against deletion, even by users with full privileges.
Delete Protection
Users cannot delete documents under retention, regardless of their permission level. This protection remains in effect until the retention period expires.
Systematic Disposition¶
R&D schedules ensure documents are disposed of in a timely, systematic manner according to organizational policies.
Managing R&D Schedules¶
Retention and Disposition schedules are managed by members of the R&D Managers system user group.
| Action | Who Can Perform |
|---|---|
| Create schedules | R&D Managers |
| Modify schedules | R&D Managers |
| Apply to documents | Authorized users |
| Apply to folders | Authorized users |
Related Administrative Roles¶
| Role | Description |
|---|---|
| Audit Managers | Manage audit logs and trails |
| Policy Managers | Manage organizational policies |
| User Managers | Manage user accounts |
| Library Managers | Manage document libraries |
| Portal Administrators | Manage portal configurations |
| Category Administrators | Manage categories and saved searches |