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BenH
Occasional Member - Level 2

Record Retention / Destruction Protocol in Compliance with Best Practices

Local record retention Best Practices calls for destruction of AP type records in 10 years.  What is Concur's default storage time for records to be available to me?  Does Concur have a mechanism through which I can control its retention / force destruction of our records that are held in Concur's system? 

Thanks

Ben

2 Replies
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TrishW
Occasional Member - Level 3

Re: Record Retention / Destruction Protocol in Compliance with Best Practices

Hi there

There is a new functionality that can only be turned on by support called Data Retention.  it came out with May Service Pack.

 

Basically once they activate it, I believe Concur sstarts the count down (I think it may be 3 years.   However as a user, you can use the wizard to extend this.  Any changes made to the data retention only commences after 72 hours of the change (just in case of a disater?)

 

They sent me a document to read called Data Retention.  You may be able to find it on their documentation website or get your service admin to send you one

 

Hope this helps

 

Trish

 

BenH
Occasional Member - Level 2

Re: Record Retention / Destruction Protocol in Compliance with Best Practices

Thank you Trish,  I will check this out.

Ben