Compliance & Retention¶
Set how long documents are kept, place legal holds, and handle erasure requests — so the workspace meets statutory retention duties without keeping data forever.
Retention policy¶
Settings → Compliance (/settings/compliance/types) — define document retention classes and
periods (e.g. Labour Agreement: keep 7 years) with the regulatory reference behind each. Periods are
driven by versioned regulatory settings, so they track Finance Act / rule changes.
Screenshot: Compliance settings — TODO
Retention dashboard¶
The Retention Dashboard (/compliance/retention) shows documents due for disposal, those on legal
hold, and recently purged items, with counts by status.
- Legal Hold — block disposal of specific documents (e.g. during a dispute or investigation).
- Right-to-erasure — on a verified request, erase a subject's documents; a tombstone/audit record of the disposal is kept.
Erasure is final
Erasure permanently destroys the documents (crypto-shred). It respects active legal holds — an item on hold won't be purged. Confirm identity and authority before erasing anyone's data.
Module compliance surfaces¶
Compliance also appears in-context where it's enforced — for example recruitment compliance, HR statutory documents on the employee record, and the Labour Audit report.