Setting up departments requires you to access the DPSSQLConfig which requires you to have a supervisor profile.
Log into DPSSQLConfig and on the top left, select Departments.
Tip: If there is no department here, select Add to create a new one.Highlight the department you’d like to apply the retention policies to and select Edit.
On the window that pops up, select View Categories and then click Add.
On the category settings screen, update the following:
Category code (next logical number)
Description (category name)
Application (workflow)
Short Term Storage - The days at which you want to move the documents to short term storage
Long Term Storage - The days at which you want to move documents to long term storage
Destroy Matter After - The days at which you want to destroy the documents
The Enquiry Template is linked to the Opportunities Module and is not a mandatory field for GDPR.
Click Ok.
Note: You'll receive a prompt asking if you would like to apply this to all closed matter.
If you select Yes, this will allow you to push the settings for that Category out to all the matters that are closed and have that Department and Category applied to them. Any open matters will need to have the Department and Category applied to them.
Warning: Please note that the “destroy matter after” is irreversible. This is why we've set a threshold on the number of days that can be entered by default.