Forum Discussion
Sandhya_R
Jan 25, 2024Copper Contributor
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.
- vicwingsingBrass Contributor
I'd do the following:
- Create a retention label for the project documents that retains items for a maximum of 15 years from the creation date.
- Create an Event-Based Retention Policy:
Use event-based retention to start the retention period when the project status becomes inactive. - Configure the event-based retention policy to retain the project documents for 5 years from the date the project status becomes inactive.
- Apply the created retention label to the project documents.