How do I create a retention schedule?

How to Implement a Records Retention Schedule Know Your Regulatory Requirements. It is important for businesses to understand the regulations that govern their industry. Classify Your Records. Determine Document Retention Periods. Keep Your Records Organized. Regularly Update Your Retention Schedule.

How do I start a retention policy?

Depending on the portal you're using, navigate to one of the following locations: Sign in to the Microsoft Purview portal > Data Lifecycle Management card > Policies > Retention policies. Sign in to the Microsoft Purview compliance portal > Solutions > Data lifecycle management > Microsoft 365 > Retention Policies.

What to include in a retention policy?

A DRP should cover both physical and digital documents that are created by the business or that come into its possession. Advice tip – It is advisable to also include email as a document form within the policy. Email storage and retention is often overlooked.

How to create a data retention policy?

How do you create a data retention policy? Decide who'll be responsible for creating the policy. Determine the organization's legal requirements. Define the organization's business requirements. Determine who'll be responsible for ensuring that data retention is being performed ing to the policy.

What is an example of a data retention policy?

This is an example of a retention schedule set forth in this kind of data backup and retention policy: Retain every daily backup for 7 days. Retain every weekly backup for 4 weeks. Retain every monthly backup for 12 months.

How to write a records retention policy?

How to Create a Data Retention Policy: 8 Steps Assign Responsibility. Determine Legal Requirements. Define Business Requirements. Create an Internal Audit Process. Identify Revision Frequency. Set Up Governance Expectations. Decide Implementation Requirements. Write and Approve Data Retention Policy.

What is a standard retention policy?

Data retention policies concern what data should be stored or archived, where that should happen, and for exactly how long. Once the retention time period for a particular data set expires, it can be deleted or moved as historical data to secondary or tertiary storage, depending on the requirements.

How to draft a data retention policy?

Follow these steps to create an effective record retention policy: Conduct an audit of your data and organize your files. Determine how long you're required to keep certain documents. Explain what and who the policy covers in the scope. Write the body of the policy. Add an appendix to define complex terms.

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