Retention management checklist for Clearance

2026-09-22Last updated

Review the key retention-related settings, processes, and security controls that support evidence lifecycle management in Genetec Clearance™.

Use this checklist to review the retention settings, workflows, and permissions that affect the lifecycle of cases and files in Clearance.

Table 1. Retention management checklist
Activity Description More details
Review retention permissions Determine whether the appropriate users have permission to configure retention settings and manage retention-related activities. Permission levels
Define retention periods Verify that retention periods align with organizational, legal, and operational requirements for cases and evidence files. Setting the retention period for cases and files
Configure category-based retention Ensure that incident categories apply the correct retention periods and support your organization's records-management requirements. Creating incident categories
Review retention after case closure Determine whether closing a case affects evidence retention and deletion dates. About closed cases
Protect important evidence Identify cases and files that must be retained beyond standard retention periods and apply the appropriate protection measures.
Review upcoming deletions Identify content scheduled for deletion so retention settings can be adjusted before cases or files are removed.
Review content in the recycle bin Determine whether deleted content should be restored before it is permanently removed.
Restore retained data Verify that authorized users can recover cases and files that must remain available for operational, legal, or investigative purposes.
Review deletion workflows Understand how retention expiration, manual deletion, recycle-bin retention, and permanent removal affect the lifecycle of cases and files.
Review security policies Verify that retention settings can be modified only by authorized personnel and that access aligns with organizational policies.