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  1. DESIGN
  2. DESIGN-343

Retention Materials and Review

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    Details

    • Type: Bug
    • Status: Open
    • Priority: Minor
    • Resolution: Unresolved
    • Component/s: None

      Description

      We'll have new document actions which will need new icons:

      • LegalHold icon like described in NXP-27385
      • Retain a document (aka Override Retention Period)
      • Attach a retention rule

      Retain a document (which could be the kind of action that could be reused for overriding a retention period NXP-27383) and Attach a retention could be grouped within a single dialog with tabs in order to limit the number of actions. Guidelines welcome!

      We'll have new things about Retention Rules to be assessed in term of UI and UX:

      • create/edit/view layouts
      • a left hand-side drawer menu to quickly access retention rules

      We have 2 new info elements to let users know about:

      • document having a legal hold
      • document being under retention until a given date (or even indeterminate). This element should probably show the expiration date (if any) and the begin/end actions workflows

      When applying a rule, we open a dialog that shows a rule suggester widget (which is a regular document suggestion widget showing only rules) that should have a nice suggestion and selection formatter?

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                • Created:
                  Updated: