A retention event defines a specific action to be taken on a record, the retention period (duration of time before the event occurs) and a retention date (the specific date or event which the application uses to calculate the retention period)—For example, Review for Destruction, 10 years past Retention Start Date.

After a retention event is processed on a record, depending on the event, it results in a change in the record status of the item. For example, the event Review for Destruction, 10 years past Retention Start Date, changes the record status to Reviewed for Destruction.

A retention event is usually associated with an authority, which is an operating procedure, regulation, or statute that authorizes or mandates that a record should be handled in a certain way. For example, a regulation may allow your organization to purge correspondence three years after its creation.

After you define retention events, they're grouped together to define a complete retention schedule, which is applied to records. Retention events can be shared across retention schedules. But, keep in mind the implications of each when shared. For more information on sharing events across schedules, refer to Share Events Across Schedules.

This section includes the following topics: 

• Create Retention Events
• Process Retention Events
• Modify Retention Events
• Delete retention events