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Sandhya_R's avatar
Sandhya_R
Copper Contributor
Jan 25, 2024

Event based retention policy ( 5 years from event, maximum of 15 years from creation)


How to implement record management in Microsoft Purview with the specified requirements of deleting project documents after a retention period of 5 years from project status becoming inactive and a maximum retention of 15 years from creation. Please help with the best approach. Thank you.

 

  • vicwingsing's avatar
    vicwingsing
    Brass Contributor

    Sandhya_R 

     

    I'd do the following: 

     

    1. Create a retention label for the project documents that retains items for a maximum of 15 years from the creation date.
    2. Create an Event-Based Retention Policy:
      Use event-based retention to start the retention period when the project status becomes inactive.
    3. Configure the event-based retention policy to retain the project documents for 5 years from the date the project status becomes inactive.
    4. Apply the created retention label to the project documents.

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