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Easysite Resource Centre
Retentions

Retentions

Creating and applying a Retention Policy to an Asset Category to ensure that Assets within that category are not deleted within a nominated time period.

Add

To create a new Retention Policy go to Administration -> Setup -> Workflow -> Retentions. The following view will be presented:

Add new retention policy screenshot

1. Click Add. The following view will be presented:

New retention policy screenshot

3. Edit/configure: 

Name

Enter an appropriate name for the Review Schedule. The name will sued to identify the policy in a list.

Description

Enter an appropriate description for the policy.

Period

Select the period that Assets covered by this policy must be retained.

Note: if required additional Retention Periods may be created..

4. Click Save.

Applying a Retention Policy to an Asset

Retention Policies are applied to Asset via an Asset Category. To apply a Retention Policy go to Administration -> Content -> Assets -> Categories.

1. Click to select the appropriate Asset Category and click Scheduling. The following view will be presented:

Asset category retention policy screenshot

2. Select the appropriate Retention Policy and click Save. Assets within the selected category may not be deleted until the relevant time period has expired.

Options

The following options are available: