Is there a way to refire a retention policy after a document has been updated.

Question

Scenario:

• Retention policy set on "Expiry Date" column. Starts a workflow that notifies a user.
• User updates the document (and expiry date)
• Retention policy no longer fires when the new expiry date is encountered.

I want users to be able to update their document and then receive a further email once their document next expires. However I don't want them pestered if they ignore the email.

Answer 1

In my scenario I needed to monitor a site's last accessed date, but with minimum overhead (so not on every page load in masterpage..) and then after a site was not accessed for 6 months - delete it. I've done that via custom list which had only one item and a retention schedule enabled. List would be created when the site is provisioned. And the retention policy is this: run the expiration action one day after Created date, and then recurrently run it every day. So in this way I have my custom expiration action run every day, and it's doing it's checking...

Hope this helps someone

Answer 2

Have you set the Expiration Policy timer job to run regularly via Central Admin? The expiration date is calculated immediately when the document is updated (or when the Information Management Policy timer job is run), but the action to be performed on the item is not run until the Expiration Policy timer job is run.

Answer 3

You could try using Microsoft Visual Studio to write an event receiver. Every time the conditions are met (e.g. due date modified), the event receiver could stop the workflow and restart it.

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