Viewing or Updating the Retention Policy - Viewing or Updating the Retention Policy - You can view and update the retention policy for Intelligent MedRecords ( IMR ) in Studio Modeler. - Content Innovation Cloud - OnBase - Other - Intelligent MedRecords - Other/Intelligent-MedRecords/1.0/Intelligent-MedRecords/Administration/Governance/Viewing-or-Updating-the-Retention-Policy - 1.0 - 1.0

You can view and update the retention policy for Intelligent MedRecords (IMR) in Studio Modeler.

1. Open Studio Modeler.
   The All projects page is displayed.
2. In the left pane, locate the Governance Configuration heading.
3. Click All Governance projects.
4. On the All Governance projects page, open the project named IntelligentMedRecords.
5. Under Content Structure, select Intelligent MedRecords.
6. Click on the Retention Policies tab to see the policy.
7. To change the policy, rest your pointer over Medical Records Documents and click on the Edit icon () on the right side.
   The Create Retention Policy dialog box is displayed. By default, it is set to retain all uploaded documents for 90 days after they are exported to OnBase.
8. Select Duration from the left pane.
9. Under Retain content for a fixed period of, set the desired retention period.
10. Click Next, and then click Next again to display the Review page.
11. On the Review page, ensure the information is correct, and click Update retention policy.
12. Click Save from the Intelligent MedRecords page.