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.
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
The retention dashboard is available from the retention menu.
Below an exemple of retention dashboard (from Retention demo addon):