How to Configure Default Retention Periods for Case Types

Default retention periods ensure compliance and consistent data management across your matters. By setting a default retention period per case type, all new matters which are created under that type will automatically inherit the specified retention duration, which is what streamlines the administrative process.

Prerequisites

• You must be an Admin user to access the Configuration area and modify case types.

• Important: Any change to the default retention period will only apply to matters which are created after the change has been made. It will not affect existing matters.

Updating Default Retention Period

The same steps apply for the retention periods when creating a new case type instead of steps 4,5 and 6.

1. Navigate to the Configuration tab, which is the cog icon, on the left-hand menu.

2. On the navigation bar at the top of the screen, click the Organisation tab.

3. Click the Case Types sub-tab which appears underneath Organisation.

4. Locate the case type which you wish to edit, either by using the search field or by filtering by department on the right-hand side.

5. On the far right of the relevant case type's row, click the ellipsis menu (...).

6. From the drop-down menu, select Edit.

• The 'Update case type' modal window will appear.

1. Scroll down to the Default Retention Period (years) field.

   
   

2. Enter a numerical number into the field to represent the number of years the retention period should be (e.g., enter 7 for a seven-year retention period).

3. Click the Save button at the bottom of the modal window. The case type will be updated, and a confirmation message will appear on the top right.