Email Retention Improvement

Details

Project Status

 On Target

Last Reported

July 2, 2026

Estimated Start Date

January 3, 2024

Project Manager

Anna Carlson

Project Sponsor

Darin Rasmussen

Description

The Public Records Act requires that an agency conducts an adequate search for records that are responsive to public records requests. The University Policy and Public Records Office coordinates the response to requests.  One step in the process of responding to a public records request involves searching for responsive records, including engaging University employees to search their records.  Emails are one of the largest body of records created at Western.  Some of the challenges with employee emails include the sheer volume of email saved making it difficult to find relevant email, lack of adherence to retention policies, and saving email in inaccessible locations.  In addition, record loss is experienced when employees leave the University and their account is deleted along with their email.  Relevant emails with student employees are further complicated with the co-mingling of their student record-related email that are covered by FERPA privacy.

Addressing the challenges with public records requests that involve employee email will improve the process, accuracy, and thoroughness of our university response to public records requests.

Educating and changing the behavior of a large number of people is a hardy task.  As such, small, incremental improvements are desirable.

Status Summary

A go-live date has been set for July 16th, 2026. The project team is prioritizing dependencies for the tech build on the back end in Purview and deploying labels with assigned retention policies. The General Schedule package has already been deployed successfully and the Adaptive Scopes will deploy by July 7th. 

Communication from leadership will go out to the campus community on July 13th. Three office hours will be made available for folks to meet with the project team to understand how to use this feature, ask questions, and gain a broader understanding of retention for email records. 

In Process

Adaptive scope label packaging and deployment

Communication and training

Go-live readiness

Recently Completed

  • Project charter
  • Microsoft Purview review
  • Approaches analysis - Project team input
  • Decision made to move forward with Purview
  • Work breakdown structure is complete
  • Technical review #1
  • Project kickoff
  • Case study development
  • Departmental email retention labels
  • Beta adaptive scope build out was a success
  • SharePoint lists by department for label verification
  • General Schedule labels
  • Disposition review process determination

What's next

  • Go-live on July 16, 2026