Gdpr Retention & Notifications · How-to guide

Review the scheduled GDPR retention cycle

Check the retention summary produced by the protected Compliance Monitor cron.

Audience: Compliance administrators and authorised property staffPermission: AdministratorModule v1.0.0
Feature pathSystem cron → GDPR retention summary
Before you beginConfirm the correct property, tenant, record and evidence before changing a compliance status.

What this feature does

Check the retention summary produced by the protected Compliance Monitor cron. The supplied Compliance Monitor module keeps live operational records, source documents, generated evidence and audit history connected through shared section keys, compliance types and linked-entity references.

How the workflow fits together

This feature sits inside the Compliance Monitor lifecycle. Source evidence is attached to a linked entity, reviewed by authorised staff and converted into an approved record only when the required fields and evidence are complete.

Step-by-step workflow

  1. Run or review the protected cron result.
  2. Check last retention run time and status.
  3. Review backfilled, processed and error counts.
  4. Open the retention audit log for details.
  5. Resolve errors before the next cycle.

Important fields and decisions

Linked recordConfirm the exact property, tenant, supplier or governance entity.
StatusUse the lifecycle state shown by the module.
Dates and referencesVerify dates and identifiers against source evidence.
Audit evidenceReview uploaded files, generated PDFs, notification logs and audit events.

Record lifecycle and audit

Reopen the relevant workspace after saving. Confirm the intake ID or record reference, linked entity, status, dates, evidence list, generated PDF and any notification or audit entry. Where the module offers separate source evidence and system PDF buttons, review both rather than assuming they contain the same information.

What happens after completion

The resulting status, evidence, PDF, notification or audit event remains available through the relevant Compliance Monitor register. A successful browser message confirms that the request was handled; the register and audit history confirm what was actually retained.

Controls, checks and common mistakes

  • Confirm the linked property, tenant, company or record ID before uploading, approving, sending, exporting or deleting.
  • Do not treat OCR, parsing, confidence or a success alert as a substitute for human evidence review.
  • Verify the saved record and audit history after every state-changing action.
  • Keep original uploaded evidence distinct from system-generated PDFs and notification evidence.
  • Use least privilege and avoid administrator-only actions unless the task genuinely requires them.
  • This module supports operational compliance records; it does not replace professional legal, regulatory or safety advice.
Compliance and data safetyUse the module as an operational evidence and workflow tool. Verify legal, safety, tax, licensing, data-protection and regulatory decisions with the organisation’s authorised professional process.
Browse connected topics:gdpr retentionnotifications