DailyWF / Policies
Retention Exception
Define when records may be kept longer or removed sooner than the standard rule.
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
Recording concern without an owner, treatment choice, or review date.
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.
- Data RetentionDefine how long records are kept and when they may be archived or deleted.
- Password and AuthenticationDefine authentication expectations, MFA use, password handling, and exceptions.
- Access Review LogTrack access review findings, approvals, removals, and exceptions.
- Assumption LogTrack project assumptions before they become invisible sources of risk.
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