To create a phase with one or more paths for an advanced
retention policy, complete the following steps.
If you add an additional phase to a simple policy,
it becomes an advanced policy. Retention Policy Designer displays
the Phases, Paths, and Details columns for advanced policies.
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In Retention Policy Designer, click .
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In the New Phase dialog box, perform
the following substeps.
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In the Name field, type a phase name.
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In the Description field, type a description of
the documents or records under this phase.
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Click OK.
The New Path dialog box opens.
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In the New Path dialog box, type
a path Name and Description and click
OK.
The new path is highlighted in blue.
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Repeat this procedure for each phase you want to create.