Property & Compliance Management

Execute GDPR retention actions

Run approved anonymisation or deletion actions after reviewing the dry-run results.

Reviewed 27 October 2026Merged module 2.1.3
Where to goCompliance → Agency Governance → GDPR Retention / Deletion Controls

Before you start

Compliance View opens the workspace; Create is used for new intake, Edit for review/approval and Delete for deletion. Each action also validates its record.

Follow these steps

  1. Verify the policy, dry-run output and legal holds.
  2. Select the table or all supported tables as intended.
  3. Set a controlled execution limit.
  4. Run Execute.
  5. Check processed, anonymised, deleted, skipped and error counts.

Fields, rules and limits

  • A dry run previews eligible actions. Legal holds exclude covered records; executing retention can anonymise or delete data according to its policy. Review the selected record types and current dry-run output before execution.

Check it worked

The linked entity, saved state, dates and evidence match the intended task.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

Does a parsed document count as approved?

No. Parsing supplies suggested values. A reviewer must verify the linked entity, evidence and required fields, then use the separate approval action.

Is the generated PDF the original certificate?

No. The system PDF reflects the saved compliance record or notification. Open the original source evidence separately when checking the document supplied.