Record retention schedule

Prerequisites:

▪None

Optional:

▪Team (SE Document)

▪Attribute (SE Document)

The record retention schedule registered through SE Archive is used to manage the event schedule, standardize the archiving criteria and establish the final provision of the documents, as well as manage responsible departments or people for these activities. Through this menu, the user can register all possible record retention schedules that will be associated with the categories of documents (SE Document) that have the Archive control enabled.

	Click on this button to add a new record retention schedule. See more details about this operation in the Configuring a new record retention schedule section.
	Click on this button to edit a record retention schedule. Select the desired record before clicking on the button.
	Click on this button to delete a record retention schedule. Select the desired record before clicking on the button.
	Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.
	Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search fields panel.

▪View SE Document specific documentation for further details on document categories and their controls.

▪Use the "Search fields" to easily retrieve records based on specific information.