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Records & Retention Schedule Draft

Draft a retention schedule outline from inputs, for legal/DPO review.

The prompt
Draft a retention schedule outline for [record type/area] from the inputs I provide:
- Record category
- Suggested retention basis discussed [mark to confirm]
- Trigger for the clock
- Disposal method

Mark "DRAFT — retention periods to be confirmed against legal/regulatory requirements by the DPO/legal." Do not assert legally required periods.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Privacy Manager, Records Manager, Data Protection Officer

More for Data Privacy (DPO)

See all 16 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.