From the main navigation bar at the top, use “Schedule” to manage the Retention Schedule.

In this article:

• Editing a Series
• Editing a Type
• Editing an Example
• Editing Requirement Mappings
• Editing Rules in a Series

Editing a Series

From the main Retention Schedule,

1. Scroll to a Series.
2. Tap on the Series Name to navigate to the details of that specific Series.
3. Use the "Edit Series" button on the top right.
4. Modify the fields as needed.
5. Use "Save" to confirm changes.
6. To cancel changes, refresh the page without saving.

Editing a Type

From the main Retention Schedule OR from the Series' details, Types table:

1. Scroll to a Type.
2. Tap on the Type Name to navigate to the details of that specific Type.
3. Use the "Edit Type" button on the top right.
4. Modify the fields as needed.
5. Use "Save" to confirm changes.
6. To cancel changes, refresh the page without saving.

Editing an Example

From the Type's details,

1. Scroll to the "List of Examples" section.
2. For a specific Example, use "Update" controls on the right.
3. Edit the field.

4. Submit using the "Update Example" button.

    

Mapping Requirements

Because Requirements are used globally across all organizations in MosaIQ, you may not edit a Requirements directly. If you believe a Requirement contains errors, please contact support@mosaiqapp.com.

To remove a Requirement, use the action menu for the specific row of Requirement, and select "Remove from Type".

Editing Rules in a Series

From the Series' details,

1. Scroll to the "Retention Period" section in the Series profile information.
2. Use the "Edit" controls next to a specific Rule.
3. Modify the fields as needed.
4. Confirm changes by using the "Edit Rule" button.