Contents
A retention policy specifies that a document will be deleted a certain amount of time after it has been created or modified. When you apply a retention policy to a SharePoint site, it will apply to all documents — even those that were created before the policy was applied.
What should a retention policy include?
A data retention policy is a set of guidelines that helps organisations keep track of how long information must be kept and how to dispose of the information when it’s no longer needed. The policy should also outline the purpose for processing the personal data.
How does retention policy work?
When content has retention settings assigned to it, that content remains in its original location. People can continue to work with their documents or mail as if nothing’s changed. But if they edit or delete content that’s included in the retention policy, a copy of the content is automatically retained.
What is a good data retention policy?
What Is a Data Retention Period? A data retention period refers to the amount of time that an organization holds onto information. Different data should have different retention periods. Best practice dictates that data should only be kept only as long as it’s useful.
What is a retention and destruction policy?
A document retention and destruction policy identifies the record retention responsibilities of staff, volunteers, board members, and outsiders for maintaining and documenting the storage and destruction of the organization’s documents and records. …
How are retention policies used in an organization?
Use a retention policy to manage the data for your organization by deciding proactively whether to retain content, delete content, or retain and then delete the content. A retention policy lets you do this very efficiently by assigning the same retention settings at the container level to be automatically inherited by content in that container.
Note: If Exclude sites is not available (grayed out), this means that the retention policy applies to a specific site. In this case, go to the Remove a SharePoint site from the retention policy section. Select Exclude Sites. Enter the URL of the site that you want to exclude, and then select the plus (+) button. Select the check box for the site.
Where are retention policies located in Microsoft 365?
By default, a retention policy applied to a Microsoft 365 group includes the group mailbox and SharePoint teams site. Files stored in the SharePoint teams site are covered with this location, but not Teams chats or Teams channel messages that have their own retention policy locations.
How to create retention policy for private channels?
Currently, private channels aren’t supported by retention policies. By default, all teams and all users are selected , but you can refine this by selecting the Choose and Exclude options . For Decide if you want to retain content, delete it, or both page of the wizard, specify the configuration options for retaining and deleting content.