Kathy Davis, Communications
WSDA is in the process of adopting Microsoft 365, which is a set of cloud-based services and software such as Teams.
As part of this change, WaTech moved our Outlook (or migrated, in IT language) to the 365 cloud environment. While your Outlook should mostly function the same, the biggest change affects how we manage our emails to meet public records retention requirements.
Why this matters
We generate tens of thousands of new email public records every day. State law and agency policy requires that we keep (retain) public records for the correct period of time. While certain emails must be kept by law, others needn’t be and can be deleted.
By keeping too much, we risk having to disclose more than necessary. When the agency receives a public records request, it must turn over all material associated with that request, including what we did not actually need to keep. Furthermore, all that unneeded clutter increases the agency’s costs for data storage and backup.
By keeping too little, we risk violating public records law. You must comply with state and agency records retention schedules for your line of work. This is particularly important for inspections, investigations, licensing, rulemaking, legislation, personnel, policy, purchasing, contracting, budgeting, etc.
WSDA can be hit with monetary fines (as well as public embarrassment) when we cannot produce the records we should have kept.
New tech, new process, new habits
All the email you create or receive in Outlook will be kept for seven years - WSDA’s default retention - unless you take action to assign a shorter retention period.
To get rid of emails sooner, you must assign a different retention policy. Under “assign policy” in the top taskbar (or right-click on the message), you’ll find other retention policy options – one day, six months, one year, two years, and three years, as well as the default seven years.
(The term “policy” is used by Microsoft 365 and not related to agency policies. It means the retention period, or how long an email is kept. You may also hear these referred to as retention labels or tags.)
Lots of email messages are transitory, meaning they don’t support agency business or decisions. These include routine notices and reminders, informal conversations, voicemail, newsletters, listservs, and even all-staff messages.
To delete an unneeded transitory email, you must assign a short-term retention, like the one-day delete. Hitting the X tab or the delete key will send it into your deleted items folder.
You may not see them anymore when they move to the “recover deleted items” folder for 30 days. But even after they disappear from that folder, and your view, they are still available for disclosure and discovery for the seven-year default period – unless you’ve taken action to assign a shorter retention policy.
Best practice
Pam Potwin, WSDA’s records manager, and our IT Office offer a pro tip for managing your emails.
You can assign retention periods to folders you’ve created; but not to system folders, such as inbox, sent items, drafts, deleted items, etc.
Create a folder for each of the retention periods and assign the matching retention policy to the whole folder. As you decide which retention period is appropriate for each message (based on the retention schedule), use the move-to-folder function (under the home tab or with a right click), or drag and drop into the appropriate folder.
Emails in these folders are automatically assigned a retention policy and you’ll see the date they are set to expire, which means they are no longer retained.
Note that the “expires by” date is based on the date of the email, but it may take another day or two from the date you move it to actually disappear.
Vault vs. online archives
The Enterprise Vault is slated to go away, and emails no longer automatically vault after 30 days.
WaTech has not yet moved all vault data. You may still see your “AGR 2 YR” and “AGR 6 MO” vault folders in your list of folders. Previously vaulted emails will automatically expire based on retention for the vault folders. Once those retention times are reached and migration is complete, these folders should go away.
Both vault folders are also available under online archives, found near the bottom of the left column list.
If you do not apply retention policies to individual emails, they will move to the online archive after two years. And, they will stay there for another five years to reach the seven-year default mark.
A few more things
You can assign a different, longer or shorter, retention period to any email as long as it has not yet expired (if it’s still showing, check the expires-by date at top).
Subfolders act the same as the inbox. If you don’t assign a shorter retention period, emails moved into subfolders have a seven-year retention.
Don’t forget your sent folder! Emails you send should be managed just like those you receive. Regularly assign retention periods to all sent messages, as well as those in drafts, junk and spam.
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Keep calm and happy spring! |
Know the
retention schedule for the work you do, and manage your email accordingly.
Finally, please practice patience as we all learn how to use these new functions. Our IT Office continues to work with WaTech and Microsoft through issues and changes as they emerge.
In summary: WSDA is in the process of adopting Microsoft 365. As part of this change, WaTech moved our Outlook to the 365 cloud environment. While your Outlook should mostly function the same, the biggest change affects how we manage our email to meet public records retention requirements. Learn how to develop new email management habits and why it’s important.