The objective of this article is to outline the default CommunityWFM data retention policies and assumes that the reader has a basic understanding of what data retention policies are and the corresponding data sets for which they are used.
Data Retention Policies Defined
Data Retention policies are CommunityWFM’s way of cleaning and maintaining your database. Each policy addresses a specific data set such as historical call volume or forecast data. A Windows service manages the scheduling and execution of each policy. The default settings for each of these policies is described below.
Agent Transactions and History
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Agent Schedule Transaction Detail |
Defaults |
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Friendly Name: |
Default 180 Day Agent Transaction Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
180 |
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User Id: |
Will need to pick one before running |
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Agent Sync Group Audit Detail |
Defaults |
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Friendly Name: |
Default 30 Day Agent Sync Audit Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
30 |
Audits and Alerts
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System Change Audit Detail |
Defaults |
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Friendly Name: |
Default 1 Year System Change Detail Audit Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
365 |
Contact Volume and Data Collection
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Contact Volume History |
Defaults |
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Friendly Name: |
Default 5 Year Contact Volume Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
1825 |
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Contact Volume Import Log Truncate |
Defaults |
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Friendly Name: |
Default Weekly Import Log Truncate Policy |
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Execution Interval: |
Every Sunday |
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Update Time: |
12:00 AM |
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Contact Volume Retention Policy (Collection Point) |
Not Enabled by Default
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Temporary Call Event Data |
Defaults |
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Friendly Name: |
Default Temporary Call Data 7 Day Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
7 |
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User Id: |
Will need to pick one before running |
Forecasting
|
Published Forecast Detail |
Defaults |
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Friendly Name: |
Default 24 Month Published Forecast Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
730 |
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User Id: |
Will need to pick one before running |
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Working Forecast |
Defaults |
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Friendly Name: |
Default 12 Month Working Forecast Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
365 |
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User Id: |
Will need to pick one before running |
Notifications and Memos
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Memo Detail |
Defaults |
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Friendly Name: |
Default 180 Day Memo Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
180 |
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Notification Detail |
Defaults |
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Friendly Name: |
Default 30 Day Notification Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
30 |
Schedule and Adherence
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Adherence Data Detail |
Defaults |
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Friendly Name: |
Default 90 Day Adherence Data Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
90 |
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ASAP Plan Detail |
Defaults |
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Friendly Name: |
Default 90 Day ASAP Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
90 |
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Check-In Data |
Defaults |
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Friendly Name: |
Default 90 Day Check-In Details Policy |
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Execution Interval: |
Daily |
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Update Time: |
1:00 AM |
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Data to Keep in Days: |
90 |
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Published Schedule Detail |
Defaults |
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Friendly Name: |
Default 2 Year Published Schedule Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
730 |
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User Id: |
Will need to pick one before running |
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Schedule Bids |
Defaults |
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Friendly Name: |
Default 1 Year Schedule Bid Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
365 |
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Schedule Generation Audit Detail |
Defaults |
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Friendly Name: |
Default 7 Day Schedule Generation Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
7 |
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Working Schedule Detail |
Defaults |
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Friendly Name: |
Default 1 Year Working Schedule Detail Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Data to Keep in Days: |
365 |
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User Id: |
Will need to pick one before running |
System Internal Data
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Intermediate Forecasting Data Truncate |
Defaults |
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Friendly Name: |
Default Daily Intermediate Forecast Data Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Intermediate Schedule Data Truncate |
Defaults |
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Friendly Name: |
Default Daily Intermediate Schedule Data Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Temporary Image Data Truncate |
Defaults |
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Friendly Name: |
Default Daily Temporary System Images Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |
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Third-Party Data Import Truncate |
Defaults |
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Friendly Name: |
Default Daily 3rd Party Import Data Policy |
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Execution Interval: |
Daily |
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Update Time: |
12:00 AM |