Setting a Retention Policy

System or project administrators can ensure the website content is current by setting project or system-level retention policies. Once you have published a document, the project retention policy will begin to track that document (including uPerform documents, managed documents, and Info Pak documents). The only documents not covered by retention periods are course packages, and web documents. Once the document has reached the implemented number of days, the Server can perform one of the following:

1. Remove published content from the web server.
2. Send a notification to the author that the content is expired.

Administrators can change the periodicity and policies for each retention policy. There are many reasons to implement a retention policy:

1. Ensure accuracy of the project documentation
2. Comply with legal requirements
3. Meet business goals regarding return on investment

Adding a Retention Policy

1. Click Projects on the navigation bar of the Management Center.
2. Click on the project name.
3. Click the drop-down arrow to the right of the action button.
4. Click Retention Period.
5. Complete the following fields:

   Field	Description
   Enable retention periods for this project	Select this option to allow Administrators to implement a retention policy on the current project.
   Number of days content is valid	Enter the number of days until the actions that follow are triggered.
   Remove Published Content	Select this option to remove the expired, published content from the accessible website.
   Send Notifications	Select this option to notify the author and any subscribers to the document that the document has expired.
   Apply these settings to existing content with retention periods	Select this option to update project content with the updated retention policy.

6. Click Save.