Governance Controls

APPLIES TO

  • Smartsheet Advance Package

RELATED CAPABILITIES

Who can use this capability?

系统管理员scan configure a data retention policy.

Governance controls allow System Admins to customize their organization’s requirements for compliance and data governance. These powerful controls provide expanded governance capabilities that make it easier for System Admins to set and enforce policy restrictions. The policy templates are easy to use, with step-by-step guidance.

Data retention is a governance control that allows a System Admin to to govern what data is kept and to purge data that meets the criteria of the data retention policy.

学习更多关于数据保留,check out the information below.

Configure a Data Retention Policy

APPLIES TO

  • Smartsheet Advance Package

RELATED CAPABILITIES

Who can use this capability?

系统管理员scan configure a data retention policy.

Adata retention policycontrols how your organization saves data for compliance or regulatory reasons, as well as how it disposes of data once the data is no longer required.

Use theGovernance Data Policy Controlto set your data retention policy, governing what data to keep and what data to purge.

You can only create one policy, but you can assign as many inclusion groups to that policy. The policy conditions as of now only support sheets and their attachments. The policy can apply to sheets older than a specified created on or last edited date.

Once you configure and activate your data retention policy, it runs in the background to ensure any data retained meets your compliance requirements.

If the scan discovers sheets and/or attachments do not comply with your policy, sheet owners are notified their data is not compliant and will be deleted if they do not take action. If they fail to take action to bring their items into compliance, the items will be deleted. They’ll receive an additional notification informing them of the deletion when it's complete.

Set up a data retention policy

To configure a data retention policy:

  1. Log in to theAdmin Center.
  2. SelectGovernance Controlsand on theData Retention Policytile, selectConfigure.
  3. Follow the instructions on your screen to set the policy conditions.
    • SetCreatedandLast Modified Dates.
    • Set how often you want to run the policy, how much advance notification you want to provide, and which groups you want the policy to affect.
  4. ClickSave & Turn Onto activate the policy.

You can enable or disable your policy at any time from Governance Controls.

To edit your data retention policy:

  • Go toGovernance Controlsin theAdmin Centerand click编辑政策.

When you update the policy, the scan runs as scheduled in the update. Any change to the policy restarts the time frame and adds (or removes) any included groups.

You can edit or disable your data retention policy, but you cannot delete it.

Recover deleted items

Owners can recover sheets if they do so before the policy permanently deletes the item.

To recover an item deleted by the data retention policy, do one of two things:

  • Move the sheet out of the deleted items folder.

    -or-
  • Open and modify the sheet, then save it with the new changes.