Outcome CTA · Module 17
Retain: Apply retention rules
Archive, preserve, or remove records according to policy.
What To Do
- Open the related module: Compliance and Privacy Center.
- Confirm the person, property, business, school/sorority, board, document, approval, or event record involved.
- Collect the required details: owner, due date, risk level, documents, notes, location, and next action.
- Press the CTA button or create the record using this action: Retain.
- Save the outcome and return to the dashboard or reports page for follow-up.
Required Inputs
- Role permissions
- Sensitive record categories
- Consent forms
- Audit logging
- Retention and archive rules
Successful Outcome
This CTA is successful when the action is recorded, assigned, trackable, and connected to a measurable result.
- Protect private information
- Limit access by role
- Document consent and legal review
- Reduce compliance mistakes
- Create a reliable audit trail
Continue Workflow
Choose a completion step below. The button creates a relevant workflow-run page with a unique serial number for this module and CTA.