Suspending Document Retention

Staff users or staff directors can suspend and resume document retention for a supervisory activity. This can only be done once the Report response is marked complete.

About this task

Note: You must be a staff director or staff user to suspend or resume document retention. Report response must be marked as complete. See Closing and Locking a Supervisory Activity for more information.
Important: Once the SA is locked, the company can respond to matters requiring attention, but changes to the supervisory activity cannot be made.

Procedure

  1. Login to SES as a staff user or staff director.
  2. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  3. Click Close and Lock on the Summary page.
    Close and Lock button
  4. Select the Yes option to Suspend document retention on this supervisory activity?
    Note: You must be a staff director or staff user to suspend or resume document retention. Report response must be marked as complete. See Closing and Locking a Supervisory Activity for more information.
  5. Click Close and Lock.
    Close and Lock button
  6. Click Confirm.