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We are wanting to add a retention policy for a site that holds academic material. The retention will be current year plus 5, this is not calendar year. So if a document was created on september 2009 or january 2010 they both would have the date of july 2010 + 5 years for when they should be removed. I could handle this by having a workflow that runs whenever a document is created that calculates the end of year date and then apply the +5years via the retention rule. Is there a better or simpler way of handling this? Specifically calculating the end of year date so I can use a normal retention policy on this.

Thanks

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This post answers what you are looking to do. I had something similar relating to financial years, you have school years vs calendar year, but the solution is the same.

  • Thanks I went along this route of using a calculated column. – Mark Mar 26 '18 at 14:21
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Have you considered creating a content type and use Information Management Policies?

https://technet.microsoft.com/en-us/library/cc262490.aspx

  • Thats what I am looking to do but my question is really relating on how to calculate the end of year date that the retention policy will work off. – Mark Mar 26 '18 at 10:47

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