Hi All,

With the new GDPR policies coming in Europe we've been using Records Management quite a lot recently, however we've come across a scenario with one customer that I'm not sure can be set up in Records Management. The company does business on behalf of hundreds of clients, and the retention schedule needs to be set up as follows:

• Keep all “Active” records for 13 years then destroy (i.e. documents relating to clients that they are currently doing business with)
  • If a client is “Transferred Out” they have to keep the records for 6 years then destroy
  • If a client is “Dissolved” or “Struck Off” they have to keep the records for 18 years then destroy
  • If a client is “Liquidated” they have to keep the records for 12 years then destroy

So effectively all documents will be under a 13 year retention until an event occurs, and the retention period thereafter will be dependent on that event. Using the “Alternate Retention Event” option when creating a retention schedule sort of works, but you can only set one alternate retention definition – whereas our client needs to be able to set 4 or possibly more.

Has anyone got any ideas on how we would set this up? Or know why it is only possible to set one Alternate Retention Event per Retention Schedule?

Thanks in advance!

Dan