To create a time rule in a simple or advanced policy, complete the following steps.
-
In Retention Policy Designer, perform one of the
following procedures depending on your policy type.
Situation Steps Simple policy - Click the Time Period tab.
Advanced policy with a single phase and multiple paths - In the Paths column, select the path.
- Click the Time Period tab.
Advanced policy with multiple phases - In the Phases column, select the phase.
- In the Paths column, select the path.
- Click the Time Period tab.
-
Under Details > Time
Period > Date type,
select the appropriate option.
- To allow the disposition action to occur based on a custom property, click Custom property.
- To allow the disposition action to occur within a specific date period, click Date period.
- To allow the disposition action to occur on an event date, click Event date.
- To allow the disposition action to occur immediately, click Immediate.
- To allow the disposition action to occur on a fixed date, click Standard date and in the Date list, in the calendar control, select a date.
- To allow the disposition action to occur on a system date, click System date.
If you choose a System date, note that the Received date, Last review date, Filing date, and Publication date options in the From field are record-only options and do not apply to documents. - Click File > Save.