1. Choose the record date
Enter the event that starts the retention period for the record you are tracking, such as creation, system use, or another rule-defined event.
2. Set the governing period
Keep the six-month default only when it matches the applicable rule and record type; otherwise enter the required number of months.
3. Add an approved hold
Enter any additional hold days that must extend the ordinary retention period.
4. Review the calculated date
The result adds whole calendar months first and then adds the extra hold days.
5. Validate the rule before deletion
Check the organization’s role, system classification, sector requirements, privacy law, contract terms, and any investigation or litigation hold before disposing of the record.