Retention Review Queue
Prepare records for manual retention review while respecting an explicit legal hold.
Prepare your sheet
Use one row per batch observation. Enter Age days, Retention days, Hold. Check that every row belongs to the same review scope.
Decision rule
The entered retention period is an owner-approved policy input. A hold always suppresses review for deletion. The tool deletes nothing.
Worked result
The fictional example contains 3 input rows. Its result is 1 batch due for review.
| Batch | Days beyond threshold | Decision |
|---|---|---|
| B1 | 20 | Review due |
| B2 | 180 | Preserve hold |
| B3 | -70 | Retain |
Run it on your own inputs
- Open the tool and choose Start empty or edit the example.
- Enter the inputs, resolve validation messages and review the decision sheet.
- Download the text report or print the summary for the responsible person.
Source and support
Prepare records for manual retention review while respecting an explicit legal hold. The creator describes separating work by customer and using a checked delivery procedure. Benchcraft designed this tool’s inputs, decision rule and example for this office task. Reviewed source · The Next New Thing at 4:03.
Request a custom workflow. €149 one-time pilot after written scope agreement. JB Codex adapts one repeated job with a worked example and owner review.