Handle Retention Policies for Customer Data
In the Handle retention policies window, the following information is displayed:
• Name - name of the retention policy.
• Description - description of the retention policy.
• Retention period - number of days.
• Actions - icons for the available actions. For default policies, the only available action is Edit, for other policies, both Edit and Delete are available. These actions are described in more detail below.
At the top of the list of retention policies, you can find the following default policies:
• appointment_days - Default retention policy for appointment data, 90 days
• default - Default retention policy for default removal, 30 days
• visit_days - Default retention policy for visit data, 30 days
• direct - Defaultretention policy for direct removal, 0 days
Add a Retention Policy
To add a new retention policy, click the
Add policy icon,
, in the upper right corner. The
Add retention policy window is displayed:
Here, fill in the following:
• Name - required. Max 50 characters, both alphabetical and numerical values are valid.
• Description - max 100 characters, both alphabetical and numerical values are valid.
• Retention period (days) - required. Valid values are 0-3650.
Edit a Retention Policy
To edit a retention policy, click the edit icon in the Actions column. The Edit retention policy window is opened:
It is not possible to edit the name of the retention policy.
It is possible to revert the values back to the default, by clicking on the reset icon. However, this is only possible for policies that have default values.
Update the Description, if wanted, and the number of days for the Retention period, then click Save to save the updated policy.
Delete a Retention Policy
Default retention policies can not be deleted.
To delete a retention policy, click the
delete icon,
, in the
Actions column. You will be asked to confirm the deletion:
