Enable Safety Deletion Logs

With the 26R2 release, Safety allows you to mandate a formal, auditable justification whenever documents are deleted from Vault. Users can mark documents for deletion, prompting Vault to create a Safety Deletion Log record with context on the document and the user’s deletion request. After a 30 day¹ retention period, Vault permanently deletes the document, retaining the document and deletion metadata in the Safety Deletion Log for compliance retention.

26R3 Update: Cancel Safety Deletion Requests In Deletion Error State

With the 26R3 release, SafetyDocs allows users to cancel document deletion requests for Safety Deletion Logs in the Deletion Error state. To configure your Vault for this feature, add the Cancel Document Deletion Request user action to the Deletion Error state of the Safety Deletion Logs Lifecycle.

Overview

To enable this feature in your Vault:

• Assign the Marked for Deletion shared field to the relevant document types, subtypes, and classifications, as required by your business processes
• Configure document deletion
• Update the Safety Deletion Log object layout
• Configure the Cancel Document Deletion Request action on the Safety Deletion Log
• Activate the Safety Daily Maintenance Job

Configure Document Deletion

As required by your business processes, configure the following for the relevant states on the relevant document lifecycles:

• Add the Delete Document with Reason user action as follows:
  • Condition Type: Select Always
  • Allow the following actions:
    • Select Delete Document with Reason
    • Action Label: Enter Delete Document with Reason
• Edit security settings to remove Delete permissions for all roles

Update the Safety Deletion Log Object Layout

To update the Safety Deletion Log object layout:

1. Copy the standard layout and ensure the new layout is active.
2. Set the copied layout as the default.
3. Delete any other existing custom layouts.

Configure the Cancel Document Deletion Request Action

To configure the Cancel Document Deletion Request action on the Safety Deletion Log:

1. Assign the Cancel Document Deletion Request user action to the Safety Deletion Log object and clear the Available in All Lifecycle States checkbox.
2. Add a user action to the Pending Deletion and Deletion Error states of the Safety Deletion Logs Lifecycle as follows:
   • Condition Type: Select Always
   • Allow the following actions:
     • Select Cancel Deletion Request
     • Action Label: Enter Cancel Deletion Request