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Retain a Case with "Do Not Purge"

System Administrators can schedule a record purge in Case IQ based on the company’s data retention policy. However, users can set a case as “Do Not Purge” to prevent the case data from being deleted if necessary. 

To set a case as “Do Not Purge”:

  1. From a case's page, click the page menu.
  2. Click the “Do Not Purge” option.
  3. The “Do Not Purge” flag will appear beside the case number.

To remove the “Do Not Purge” status and the flag, select the “Allow Purge” option in the page menu.