This table lists retention terms and descriptions. > To view records functionality, you must install a Records Manager license.
| Term | Description |
|---|---|
| Accession | The transfer of physical and legal custody of documents or records to another owner, such as an archival institution. |
| Authority | An authority represents the legal, regulatory, statutory, or operational entity, such as the federal government or a legal department, that defines lifecycle requirements. |
| Destruction | The action or process of destroying physical or electronic documents or records beyond any possible restoration. |
| Disposition | A final action taken regarding documents and records after they are no longer required for day to day access. |
| Event | An event triggers the retention period of a policy and is comprised of conditions. |
| Executed policy | The retention policy that is currently applied. |
| Hold | A hold defines a period of time in which a document or record cannot be modified, destroyed or transferred, even when its retention period is met. |
| Offline storage | This storage option means that metadata is stored on your Perceptive Content system and that there is an entry point to its location. This type of storage always requires human intervention. You restore data to where it was staged with offline storage. Physical objects and sub-objects, such as annotations and forms data, are also transferred. |
| Online transfer | This storage option is instantly accessible by Perceptive Content. Online storage does not require any human intervention. The location of this storage must be accessible by ImageNow Server using a local or mapped network drive. |
| Path | The location of a document or record during a policy phase. |
| Path details | The time, event, or time and event based rules you define to determine where a document or record falls within a policy. In addition, you use path details to assign approvers and set the disposition action that occurs after the retention period ends. |
| Permanent | A final disposition action that preserves items indefinitely. |
| Phase | The particular time in the lifecycle. |
| Phase start date | The date when all conditions necessary for a phase are met. |
| Physical file | The hard copy version of an item. |
| Protected | A document or record that is under a protected phase or policy and therefore, you can make limited modifications, such as applying annotations and digital signatures, to it. |
| Retention policy | A policy determines the length of time a document or record is retained and describes what to do with the item after the retention period expires. |
| Retention schedule | A list that describes the length of time you need to retain each document or record type to meet the legal, administrative, and historical requirements of your organization. A retention schedule also includes the final disposition for a type after the retention period is met. |
| System metadata | This metadata stores special purpose information, which can include who captured, modified, or linked a document or record. This information is automatically-populated and managed in Perceptive Content. |
| Time period | The rule type you use to set the duration of the retention period when an event rule is also defined for the policy or to create a time based policy. |
| Unprotected | A document or record that is under an unprotected phase or policy can be modified or deleted by a user with the appropriate privileges. |