Retention Review

The Retention Review page is found under the Maintenance group in Reports. It helps administrators identify requests that have passed their retention period and manage the permanent removal of expired data.

[Screenshot: The retention review list showing requests past their retention period with purge controls]

Retention Periods

Retention periods are configured per request type using two settings:

• RetentionPeriodMonths — how many months after the retention start point before a request becomes eligible for purge
• RetentionStartPoint — the event that starts the retention clock (e.g., request closure date)

Only requests whose retention expiry date has already passed appear in this list. Requests with future expiry dates are not shown.

Reviewing Eligible Requests

Browse the list of requests that have exceeded their retention period. Review each request to confirm it is appropriate for removal before taking action.

Purging Requests

Selecting Purge permanently removes a request and all associated records, including:

• Assignments and tasks
• Uploaded documents and blobs
• Attestations
• Audit history
• Converted PDFs and annotations
• Export packages

This action cannot be undone. Purged requests are logged in the retention purge log for audit purposes, ensuring a record of what was removed and when.