Purge and archive in Case Management

The purge and archive in Case Management automates record retention for case tickets based on defined configurations. This purge and archive feature ensures consistent enforcement of data lifecycle rules.

The purge and archive capability standardizes purge and archive processing without reliance on multiple tools, improving governance and operational efficiency. By aligning data handling with established recordkeeping rules, the purge and archive capability reduces database size and enhances system performance. The purge and archive feature reduces storage costs and maintains controlled access to historical case information when required.

Before you purge and archive case tickets, you must ensure that your system administrator:
  • Assigns a PurgeActionsAdministrator_ST role to you or other actors in your organization.

    See Infor HR Talent User and Administration Library (Cloud and On-premises) and select Administrator > HR Talent Setup and Administration > Feature Archive > Assigning a Purge Actions Administrator role.

  • Enables the Data Archiving feature toggle.

    See Infor HR Talent User and Administration Library (Cloud and On-premises) and select Administrator > HR Talent Setup and Administration > Infor HR Talent overview > Feature Toggles > Enabling feature toggles.