Gartner Research

Supercharge Autoclassification of Records Through Retention Policies and Schedules

Published: 09 April 2018

ID: G00355154

Analyst(s): Achint Aggarwal , Joe Mariano


Autoclassification technologies can streamline records management, but their power is limited without records retention policies and schedules. Application leaders must create and enforce policies and schedules that account for both legal and functional requirements.

Table Of Contents
  • Key Challenges



  • Perform a Content Inventory and Identify Key Users
  • Identify Which Content Is a Record
  • Work With Legal and Compliance Units to Determine Which Elements Need to Be in Your Records Retention Policy
  • Create an Appropriate Retention Schedule Based on Legal and Functional Requirements
  • Enforce a Records Retention Policy by Harnessing Employee Training and Automation

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