Retention Policy Designer allows you to manage the complete lifecycle of the documents or records in your Perceptive Content system. With Retention Policy Designer, you can create the event based, time based, or time and event policies you need to meet your retention schedule requirements.
Retention Policy Designer allows you to create simple and advanced policy types. A simple policy contains a single phase and path, while an advanced policy contains multiple phases, multiple paths, or both. To determine what documents or records fall under a policy, you assign a document type or record category to that policy. Retention Policy Designer allows you to assign one or more document types and record categories to a policy.
After you assign a document type to a policy, documents indexed with that same document type automatically fall under the policy. You assign record categories to policies in File Plan Designer. All records that are nested within the structure of that record category fall under the policy.
Both simple and advanced policy types contain phases, paths, and path details. A phase is a stage in a document or record's lifecycle, for example, online, offline, protected, and unprotected. Paths, together with the options you set for them, determine where a document or record falls under a policy. For each path you define, you must also define path details. These details include event, time, or event and time based rules for a path in a phase, the duration of the retention period, and the disposition action that occurs when the retention period ends.