An advanced policy can contain multiple phases and multiple paths. An item enters the first path in the phase when the event rule conditions are met. You define a time rule to determine the duration of the retention period. To create a policy that contains multiple phases, complete the following steps.
- Create a retention policy.
- Add a phase for each phase you want to include in the retention policy.
- Add a path for each phase in the policy.
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For each path in the retention policy, perform one of the
following actions.
Situation Steps Base path on an event rule - Create an event rule.
- Optional. Create an event rule for cutoff states.
- Create a time rule.
- Optional. Add approvers.
- Set a disposition action.
- To review options you set for the path, in the Details column, click the Summary tab.
Base path on a time rule - Set the retention period.
- Optional. Add approvers.
- Set a disposition action.
- To review options you set for the path, in the Details column, click the Summary tab.
Base path on a time and event rule - Create an event rule.
- Optional. Create an event rule for cutoff states.
- Set the retention period.
- Optional. Add approvers.
- Set a disposition action.
- To review options you set for the path, in the Details column, click the Summary tab.
- Optional. Protect a phase for an advanced policy.
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Assign document types to a policy.
Note: To assign records to a retention policy, modify or create record categories in File Plan Designer.
- Activate a policy.