Data Retention and Policy

Data retention is storing project data for a defined period to support business operations, compliance, and audit requirements, and then safely archiving or removing it when no longer needed.

Workflows generate large volumes of job data, which can quickly consume database storage. Implementing a data retention policy helps manage this growth, protects sensitive information, and ensures optimal system performance.

The data retention policy governs storage and retrieval solely for Interact workflow data.

Key Benefits

Controlled Data Storage: Ensures project data is stored only for the required period.
Compliance: Helps meet organizational, security, and audit requirements.
Data Protection: Automatically removes outdated or unnecessary records to safeguard sensitive information.
System Performance: Manages database size efficiently to maintain smooth operations.

Configuring Data Retention

Data retention settings are configured at the project level. Only users with the Tenant Admin role can manage these settings.

Steps to Enable and Configure: 

1. Navigate to the Edit option for the project.
2. Enable the Data Retention option.
3. Configure the retention parameters by selecting values from:
     a.  Archival Days
     b.  Purge Days

Default Settings: Archival Days: 90 and Purge Days: 180

Archival Days

1. Defines the period during which data remains fully accessible for review, reporting, and workflow operations.
2. After the archival period ends, data moves to the purge phase.
3. Configurable values: 30, 60, or 90 days

Purge Days

1. Defines the duration after archival during which data is retained in a purged state before permanent deletion.
2. After this period, data is permanently deleted and cannot be recovered.
3. Configurable values: 120, 160, or 180 days