# DRAFT — Retention workflow outline

DataGovernance.ca original planning worksheet. Not legal advice, certification or a completed review.
Keep sensitive information in an approved internal environment.

## 1. Record class and approved legal/policy basis

Evidence or decision owner: [to confirm]
Notes and uncertainties: [complete internally]

## 2. Retention trigger and approved period

Evidence or decision owner: [to confirm]
Notes and uncertainties: [complete internally]

## 3. Systems and known derivative copies

Evidence or decision owner: [to confirm]
Notes and uncertainties: [complete internally]

## 4. Decision owner, operator and escalation

Evidence or decision owner: [to confirm]
Notes and uncertainties: [complete internally]

## 5. Legal hold/exception review

Evidence or decision owner: [to confirm]
Notes and uncertainties: [complete internally]

## 6. Evidence of execution and unverified residuals

Evidence or decision owner: [to confirm]
Notes and uncertainties: [complete internally]

## 7. Change trigger and scheduled review

Evidence or decision owner: [to confirm]
Notes and uncertainties: [complete internally]

Approval status: NOT APPROVED
Next review: To confirm