Corporate Governance - Governance, Risk, and Compliance Topic for Oracle Applications - page 45

The following table shows some illustrative Records Retention Policies:

Document Category Retention Policy

Copies of Personnel Records 72 months

General Matters Correspondence 1 month

Audit Committee Binders 84 months

Audit Planning 84 months

Bid Review Packages 60 months

Records retention management is handled through a component of Universal
content manager called Universal Records Management . It can manage the retention
and disposition of content within UCM and external content.

In order to navigate to the retention policy definition, expand the retention schedule,
and then the file plan. Choose a document category. The right-click menu will reveal
the retention policies and other category information such as the security group that
is authorized to this category.

The following screenshots show how the disposition rule is established. The first
screenshot shows selecting a category of documents: