Personal data record category Mandated retention period Record owner CRM data inclusive of Name, Retained whilst organisation Sales team – Email address, mobile number, remains a customer or address, emails and phone call deleted by user. summaries, DPO information IT Personal data record category Mandated retention period Record owner Recycle Bins Cleared monthly Individual employee Downloads Cleared monthly Individual employee Inbox All emails containing PII Individual employee attachments deleted after 3 years. Deleted Emails Cleared monthly Individual employee Personal Network Drive Reviewed quarterly, any Individual employee documents containing PII
Personal data record category Mandated retention period Record owner CRM data – inclusive of Name, Email address, mobile number, address, emails and phone call summaries, DPO information Retained whilst organisation remains a customer or deleted by user. Sales team IT Personal data record category Mandated retention period Record owner Recycle Bins Cleared monthly Individual employee Downloads Cleared monthly Individual employee Inbox All emails containing PII attachments deleted after 3 years. Individual employee Deleted Emails Cleared monthly Individual employee Personal Network Drive Reviewed quarterly, any documents containing PII Individual employee
appendix-data-retention-schedule.docx