You are viewing limited content. For full access, please sign in.

Question

Question

I am wondering the easiest way to create a retention period based a date in a metadata field + time period

asked on June 14, 2022

What I would like to do is create a variety of retention periods for documents in LF Folders. They would all be similar to something like this:

- 4 years from Date of Hire, and date of hire would be filled in as a metadata field. 

In this example, documents could be deleted after 4 years from the date of hire.

It seems like a pretty standard scenario, but I'm struggling to find a good way to do it. Any suggestions would be appreciated. Thank you. 

 

0 0

Replies

replied on June 14, 2022

Hi Wendy-

I can give you some pointers to help get started. Note that I haven't done it this way so there might be details I'm missing. Key elements are Workflow's activity of Set Records Management Properties along with records management search options in the desktop or web client.

Assuming you have the date of hire on the employee's folder or can get it there (WF with lookup), you could:

  1. Create a retention schedule of 4 Years Then Destruction and a cutoff instruction of Hired (at least as an Event type, but ideally something like event + monthly)
  2. Use Workflow to loop through all the folders and assign the cutoff instruction and 4 year retention schedule to them
  3. As part of this same loop logic (I think), set the Event Date as the date of hire
  4. Once that's all set, you can run a search (in WF or manually) for all of the folders that are eligible to be cut off (Due for Cutoff before today). Watch out, this makes things read-only so you won't be able to add records to those folders.
  5. Finally, for things that are old enough to be destroyed, you can run a Disposition search for items currently eligible for destruction. This destruction must be done manually; WF won't do it as part of its RM activity.
0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.