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Case Retention
eCase enables you to delete older, complete cases that are no longer required. Once deleted, they will no longer be available on eCase, for example, in searches or in reports. The process can be scheduled to run daily, every Sunday or the 1st day of the month, or manually deleted.
A user must have the Manage Case Retention privilege on their user account to set the schedule for the automated deletion, or to manually delete. They will also be able to mark a case for retention by clicking on the Case Options link and selecting Retain in the Prevent Scheduled Deletion section.
NOTE Certain cases are automatically retained, for example if a case is linked to a current case, or cases that are waiting for documents to be scanned in.
Automated deletion of closed case types can be scheduled per case type. When creating the schedule, you will set the parameters for cases to be deleted on eCase.
The manual deletion screen enables you to perform a one off deletion of older cases. The manual deletion is based on the case closed date and the Case Type. When a Closed date is selected, any cases that are closed before this date will be deleted.
If there are any cases in the Download Spreadsheet that you would like to retain, there are several ways of preventing the case from being deleted. The first two ways are to prevent deletion for one case at a time.
To retain one or more cases, this can be actioned via the Retain Cases screen.