Setting Retention in Assure

In this article we'll go over how to set retention in Assure.

In the Storage Tab of a Control Entity, you'll see two fields for Retention: Standard Retention & Alternate Retention.

Standard Retention is the default retention that control points will use for their retention settings.
Alternate Retention is an optional second retention period (that must be shorter than the standard policy) that control points can opt in to use.

In this example, Standard Retention is set to 5 years while Alternate Retention is set to 2 years.

By default, Control Points under an Entity will use the Standard Retention Policy. Please note that each Control Point has their own Retention Policy Settings, so changing one Control Point to use Alternate Retention will not change other Control Points to use Alternate Retention.

To change it, click the "More" button in the bottom right-hand corner and select "Manage Actions".

In the window that appears, you will see options for Data Retention & Report Retention. Clicking on one of those will open up a pane on the bottom of the window where you can select if it should use the Standard or Alternate policy.

Once you've selected your desired retention policy, hit "Apply", then "OK" in the bottom right-hand corner. The window will disappear. Hit "Save" in the bottom right-hand corner of the original window to Save your changes.