Retention

Retention policies specify how long reports are retained in the system.

Note the following: Reports that are archived are no longer available for viewing within Coplogic™ Ethos, but can be retrieved by LexisNexis® Risk Solutions Customer Support. Reports that are Deleted are permanently removed from the system, along with any pertinent attachments.

1. In the left hand navigation panel, select AdministrationAgency Configuration.
2. On the Agency Configuration page, select Retention.
   The Retention Settings page appears.

   

3. Specify the age reports should be before Ethos archives them.
4. If you want the reports deleted after the archive period, select the check box for Delete All Report Data and specify the age after which archived reports should be purged.

   If Delete All Report Data is checked and the setting for Purge All Archived Report Data Older Than is 0 days, Ethos deletes all data older than 0 days.

5. Specify the Purge Frequency.

   If you select a Purge Frequency of Weekly or Monthly, you also need to specify the days when the purge should run. Purge is the same thing as Delete.

6. Specify the Scheduled Time and Time Zone for the purge.
7. Specify Start/End dates to indicate when the Purge policy should take effect and when it should end.
   • You can either type in a date in mm/dd/yyyy format, or you can select a date from the pop-up calendar.
   • By default, Ethos inserts the current date as the start date but you can change it as needed.
8. Click Save.