Retention Period

The Retention Period tab is one of the tabs in the Administration option of the SAP Rural Sourcing Management Web Interface.

Use this tab to define or change retention periods. Retention Periods are related to the time period for retaining personal data once a Person has chosen to withdraw Consent.
The Retention Period History list includes the following fields:
  • Created At
  • Name
  • Reason
  • Type
  • Days

To help refine the list, you can search for a keyword or select a Created Date.

Change the Retention Period

Each time you change a retention period, you are creating a new period. Do the following:
  1. Click the Change link below the current active retention period at the top of the tab. This opens the Change Retention Period window.
  2. Enter a Name for the retention period.
  3. Optionally, enter a reason for the retention period.
  4. Enter the number of days the retention period will last.
  5. Selet a Retention Period Type from the drop-down menu - your choices are Law and Customer.
  6. Click Save to save the Retention Period you defined. Note: a warning message will display to remind you that the current Retention Period will be set to Inactive; click Continue to save the new Retention Period.

As a result of the change, the new Retention Period is displayed at the top of the tab as the Current Active Retention Period and the previous Retention Period is moved into the Retention Period History List.

View Person Details for a Retention Period

To view the Person Details list for a particular Retention Period, do the following:
  1. Click on the name of the Current Active Retention Period or click on a name of a Retention Period from the Retention Period History list. The Person Details page for the selected Retention Period displays.
  2. The list of Persons associated with the Retention Period are listed with the following information fields in view only mode:
    • First Name
    • Last Name
    • Gender
    • Staff Code | Producer Code
    • Role - Organization
  3. If the list is long, there will be multiple pages and each page will display 20 results. To search for a particular person, enter the name in the Persons search box.
  4. Click Cancel to exit the page.

Parent topic: Batch Data Administration
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