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Knowledge Doc: Updating Retention Schedule on Classification not Passed down to Records

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This article will provide more information about why user updated the Retention Schedule on the Classification but the change did not apply to the Records.

Environment

Content Manager 10.1x
Content Manager 23.x 
Content Manager 24.x
 

Situation 

The user has updated a Retention Schedule on a Classification, and it was not passed down to the records. This happens even when the System Option 'When the schedule on a classification changes, make the same change to the records' has been enabled in advance.

Cause 

The user has manually set the Retention on a record under the Classification beforehand by using either:
 

  • Using the Edit option in View Pane
      
  • Using Right-click > Archiving > Retention



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