Help: Retention

Retention

For CPUC system administrators. How long each class of record is kept. The retention job runs daily and deletes only classes with a period and a deletion step; nothing under a legal hold is deleted. Every change needs a reason and is in the audit log.

How to

• Change a class's period, give the reason, and Save.
• Place the hold keeps a class, or one record, from deletion; Release ends a hold, with a reason.

A tour of the page

On the page, the (?) beside the heading opens this help, and Take a tour of this page shows these steps one at a time beside the part of the page each describes. Some steps are only for parts that some people see, or that only some pages of this kind have.

1. Periods

   Each record class's retention period. Change one with its reason.

2. Legal holds

   Holds in place, which stop deletion of a class until released, and Place a hold.

3. Recent purges

   What the retention job deleted, and when.

4. Help on every page

   The question mark beside a page's heading opens this page's guide and its tour. All of Help, with the user guides and how to get support, is in the header.