A retention schedule is a collection of retention events used to control the activity and status of a record throughout its life cycle. 

To create a schedule:

1. Under Retention, select Schedules.

   Figure: Selecting Schedules

   

2. Select Add Schedule.

   Figure: Select Add Schedule

   

3. In the Add Schedule dialog, enter the schedule name in the Title field.

   Figure: Add schedule details

   

4. (Optional) Enter the description in the Description field.

5. (Optional) Enter the retention ID in the Retention ID field.

6. Select Add Events. The Add Events to the Schedule dialog opens within the Add Schedule dialog.

   Figure: Add events

   

   1. Select for all the events you want to add to the schedule. You can add one or more events to the schedule.

   2. Select Confirm Events. The selected events are added to the schedule.

      Figure: Add events to the schedules

      

      You can remove the events added by selecting .

      Figure: Checking events and adding schedule

      

7. Select Add. The schedule is created.