Update Retention Expiration Warning Period

If an object is assigned a data classification that requires a retention period warning, the DSP sends a workflow email warning the Data Controller assigned to that object that data is to be purged from a target, target source, or table.

The email lists all objects to be purged, and contains a link to the object in the Collect. By default, the email is sent daily for the 7 days prior to the retention expiration date.

A Common Administrator can update the number of days prior to the retention expiration date that the DSP sends the warning email to Data Controllers.

After receiving the email, a Data Controller can choose to update the retention expiration date. An e-signature is required for this update.

NOTE: The Collect Administrator must check the WORK FLOW SUMMARY check box for the target and Data Controller on the Workflow Summary User Settings page. The Data Controller is added to this page automatically. If the check box is not checked, the Data Controller will not receive a warning email that data is going to be purged.

Refer to Update the Retention Expiration Date for more information.

To update the retention warning expiration period in Common:

  1. Select Configuration > Modules > Parameters – Collect in the Navigation pane.

  2. Click the Workflow Settings tab.

  3. Click Edit.

    View the field descriptions for the Parameters – Collect page

  4. Enter the number of days before data is purged (the retention expiration date) that a warning workflow email is sent to the Data Controller in the Retention Expiration Date Notification text box.

  5. Click Save.