✏️ To add disposition policies, you must have the Data Governance Admin role. To request for the Data Governance Admin role, contact your Company Admin.
To add a disposition policy, perform the following steps:
- Go to your Miro settings.
- On the left pane, under Enterprise Guard, click Content lifecycle.
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On the Content lifecycle page, click Disposition.
The Disposition policies page appears.
- Click Add disposition policy.
- Enter or select the appropriate information for each field. The following table lists each field and its description.
Field Description Name
(required)
Name of the disposition policy.
Max length: 60 characters.
Description
(optional)
Description of this disposition policy.
Max length: 300 characters.
Disposition period
(required)
Specify when to automatically move boards to Trash. In the current release, the disposition period is calculated based on the date and time when the board was last modified.
If you want to specify the disposition period in Months, you must select a disposition period between 1 and 120 months.
If you want to specify the disposition period in Years, you must select a disposition period between 1 and 10 years.
For example, if you want to configure a disposition policy to automatically move boards to Trash when the boards are not modified for a year, you can select 1 year.
Scope
(required)
Select the scope for this disposition policy. The scope indicates the boards for which this disposition policy is applicable. You can set the scope of a disposition policy for all boards in an organization or for specific board classification levels.
Set the disposition policy for all boards in the organization
If you want to set the scope of the disposition policy for all boards in the organization, in the Scope list, select All boards in organization.
Set the disposition policy for a board classification level✏️ To set the scope of the disposition policy to a specific board classification level, you must ensure that the Data Classification feature is turned on. Once a disposition policy uses a board classification level, you cannot turn off the Data Classification feature. For more information, see the documentation on Data Classification.
If you want to set the scope of the disposition policy for a specific board classification level, perform the following steps:
1. In the Scope list, select Classification.
2. Click the list beside the Classification list and then select the classification levels for which you want to apply the disposition policy. You can also search for the Classification levels, and then select the Classification levels.
A check mark appears beside the classification levels you selected to associate with the disposition policy.✏️ Notes:
- You can select multiple classification levels at once.
- You cannot set the same classification level for different disposition policies. If a specific classification level is already associated with a disposition policy, the classification level appears grayed out.
- Once a disposition policy uses a board classification level, you cannot turn off the Data Classification feature.
- Once a classification level is associated with a disposition policy, you cannot delete that specific classification level.
- When a board is governed by both all boards in organization scope and classification scope disposition policies, the policy with the longer disposition period is applicable.
- Click Next.
The Review impact page appears. - Review the impact of the disposition policy. The review impact page provides the following information:
- Summary: disposition policy configuration, such as the policy name, disposition period, and the scope.
- Policy impact: number of boards that will be governed by this policy. - To save the configuration and apply the disposition policy, click Publish.
✏️ Creating, updating, or deleting a policy triggers the disposition policies process, which can take up 24 hours to complete. However, updating the name or description of a policy happens immediately as these actions do not trigger the disposition policies process.