DailyWF / Policies
Data Retention
Define how long records are kept and when they may be archived or deleted.
Policy intent
Retention policy should keep useful records long enough to serve legal, operational, and historical needs without turning storage into unmanaged archive.
Minimum content
- Define who and what the policy covers, including systems, data, tools, users, vendors, and exceptions.
- Record categories and retention periods.
- Legal hold and exception handling.
- Deletion or archival responsibility.
- Evidence that retention actions occurred.
Expected output
A policy page that states expectations clearly enough to guide approval, exception, and review decisions.
Common failure mode
Keeping the document as a form instead of using it to make decisions visible.
Use notes
| Authority | Identify who can approve, deny, and grant exceptions. |
|---|---|
| Exception handling | Give exceptions an owner, reason, expiration, and review date. |
| Review point | Review when law, tools, contracts, ownership, or operational risk changes. |
Related pages
- Backup PolicySet expectations for backup scope, retention, testing, and restoration responsibility.
- Retention ExceptionDefine when records may be kept longer or removed sooner than the standard rule.
- Backup ReviewVerify that backup coverage, restore confidence, retention, and responsibility are still valid.
- Backup Review ChecklistVerify that backups exist, are usable, and match recovery needs.
- Backup vs ArchiveExplain recoverability versus long-term record preservation.
Use this with a tool
Find related documents, copy a checklist, or request a missing workflow.