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      Description

      User story

      As a record manager, I want to have an easy way to get the main metrics related to the retention and legal hold actions, so that I can monitor the record activity.

      Description

      The goal is to add a dashboard related to retention activities.

      Here the expected metrics:

      • Total number of documents under retention
      • Total number of documents under legal hold
      • Number of documents under retention per document type (pie chart)
      • Retention status among the following status (pie chart):
        • Documents not under retention
        • Documents under active retention
        • Documents under indeterminate retention (event-based retention)
        • Documents with expired retention
      • Number of documents about to expire month per month, limited to 12 months (bar chart)
      • Number of documents under legal hold per document type (pie chart)

      Those metrics can be filtered for a given period

      User experience

      The retention dashboard is available from the retention menu.

      Below an exemple of retention dashboard (from Retention demo addon):

       

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