Create a retention policy - 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-retention-policies/Create-a-policy/Create-a-retention-policy - 2024-04-02 - To create a new simple or advanced retention policy, complete the following steps.

To create a new simple or advanced retention policy, complete the following steps.

1. In Management Console, in the left pane, under Select Department, select a department from the list.
2. In the left pane, click Retention > Policies.
3. On the Policies tab, click New.
4. In the New Policy dialog box, under Information, in the Name field, type a policy name, such as the record series name.
5. Optional. In the Identifier field, type an identifier, such as the record series code.
6. Optional. In the Description field, type a description of the documents or records included under this policy.
7. Optional. To assign a retention authority, such as an agency or regulatory body with which the policy complies, complete the following substeps.
   1. Under Authorities, click Add.
   2. In the Select Authorities dialog box, select the authorities.
   3. Click OK.
8. In the New Policy dialog box, click OK.