How do I prepare records for manual retention review while respecting an explicit legal hold?

The entered retention period is an owner-approved policy input. A hold always suppresses review for deletion. The tool deletes nothing.

Open Retention Review Queue

Try the worked example

These are the example inputs from Retention Review Queue. Replace them in the tool to run your own case.

Batch	Age days	Retention days	Hold
B1	200	180	no
B2	360	180	yes
B3	20	90	no

Example result
1 batch due for review

Who uses this?

Information governance owner. The free online tool runs the calculation in your browser. To edit the files and use the tools offline in one business, see the €49 offline edition.

Where the idea came from

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.

Original video