Retention Policies

The Retention Policies page defines, per record type, how long the laboratory keeps its records and what happens when that time passes (ISO/IEC 17025 §4.2, §8.4). An approved policy is not a statement of intent: it activates the nightly job that gathers matured records into batches awaiting authorisation.

Found under: ISO 17025 → Records Lifecycle → Retention Policies.

Button	Action
	Add — Create a new record
	Columns — Show/hide table columns
	Filters — Open/close the filter panel. A red dot indicates active filters
	Export CSV — Download table data as a CSV file
	Orientation — Toggle between portrait and landscape printing
	Print — Generate a PDF of the current view
	Help — Open the help dialog
	Search — Quick search through table data

Record Actions

Clicking the icon on each row shows:

Edit — Open the edit form
Delete — Delete the record (with confirmation)

Fields

Field	Description
Record Type	What the policy covers — required; locked after creation
Retention Months	How long the record is kept — required; the equivalent in years is shown under the field
Disposition Action	What happens at expiry — required, see below
PII Redaction Fields · Redaction Placeholder	Shown only for Redact PII: which personal fields are cleared and with what text
Notes	Additional remarks

Above the fields you also see the record type's Tier and its cascade: the child types that follow the record when it is disposed of.

Statuses

Status	Meaning
Draft	Being authored; can be edited, approved or cancelled
Approved	In force and feeding the nightly job
Superseded	Replaced by a newer version

Approval

Approval is done from the row action menu and takes an optional Effective Date.

Two things are worth knowing before you press Approve:

You cannot approve your own policy. If you authored it, the button is disabled. This is the §8.4 four-eyes principle and needs a second person.
Approval activates the automation that creates disposition batches for every record of that type. The batches do not run themselves — they appear in Pending Disposition and wait for explicit authorisation.

Notes