What is a phase? - Retention Policy Designer - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/Retention-Policy-Designer/Foundation-24.1/Retention-Policy-Designer/Retention-Policy-Designer-Online-Help/Work-with-phases/What-is-a-phase - 2024-04-02 - A phase is a stage, such as online, offline, protected, or unprotected, in a document or record's lifecycle.

Retention Policy Designer

Platform
Perceptive Content
Product
Retention Policy Designer
Release
Foundation 24.1
License

A phase is a stage, such as online, offline, protected, or unprotected, in a document or record's lifecycle.

A retention policy can contain a single phase (simple policy) or multiple phases (advanced policy). A phase contains paths. These paths, together with the details you set for them, determine when a document or record enters the phase of the policy.

Phases are sequential. To move to the next phase in a policy, a document or record must meet the current phase conditions. You can designate a phase as "protected." While documents and records are in a protected phase, you cannot modify or delete the documents or records. By default, phases are unprotected.