After you create and save a policy, you can modify the details before or after you activate the policy. To open a saved policy that you have not activated, complete the following steps.
- In Retention Policy Designer, click File > Open.
- In the Open Policy dialog box, select the Show inactive policies check box.
- Under Select a policy, select the policy you want to modify and then click Open.
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Perform one of the following actions, depending on the policy type.
Situation Steps For a simple policy - Modify the event rule, time rule, approvers, or action.
For an advanced policy that contains a single phase and multiple paths - In the Paths column, select the path that contains the event rule, time rule, approvers, or action you want to modify. The Paths column displays only when more than one path is defined.
For an advanced policy that contains multiple phases - In the Phases column, select the phase that contains the path you want to modify.
- In the Paths column, select the path that contains the event rule, time rule, approvers, or action you want to modify.
- On the File menu, click Save. After you save the policy, that policy remains inactive.
- Optional. Assign document types to the policy.
- Click OK.
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Optional. To activate the policy, click File > Activate.
After you activate a policy, the documents or records indexed with the assigned document or record type fall under that policy. You cannot disposition actions set in a policy after you activate that policy.