Trigger Dates

Trigger dates are utilised by RecordPoint to calculate retention periods for disposal / transfer / review. These date fields can be system generated or custom, to meet individual retention requirements.

Examples of trigger dates include:

• Date created
• Date last modified
• Claim date
• Business closure

NB: Wherever possible, system generated dates should be used, as these do not place any additional onus on the user. For example, if retention on a given record is calculated based on business closure, it is not possible to capture this automatically. Subsequently, in order for retention to be calculated the business closure date would need to be entered when this event occurred. However, even in these circumstances, RecordPoint will still capture, classify and apply a retention schedule to the record as soon as it is added to the system, regardless of the existence of a trigger date