---
sourceDocument: Brazil Public Sector
sourceDocumentLink: https://www.servicenow.com/docs/r/government-industry

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Public Sector

ft:clusterId :

    - gvin

bundleId :

    - gvin

workflow :

    - Customer and Industry


---

# Configure a retention policy

# Configure a retention policy for grant cases in Grants Management {#ariaid-title1}

Release version: Brazil  
Updated July 31, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Set up an Archive Rule to automatically purge active grant cases and their associated data after a set period of time.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllSystem ArchivingArchive Rules.
2. Select the Archive Grant Cases after 3 years record.  
   A retention rule that checks for cases created 3 years ago AND are Closed is enabled by default.
3. Modify the conditions you wish to change based on your agency's retention rule requirements.  
   You can add an additional condition, such as adding a condition to ignore Records being Audited, to the retention rule using any of the fields from the Grant Case table.
4. Under Related links, select Recalculate Archive Estimate to calculate archive estimate of the records before running the rule.  
   The estimate will populate in the Record Estimate field.
5. Run the Archive Rule by selecting Run Archive Now.

## Result

All cases that match your retention criteria are now purged from the primary table to an archive table.
**Previous topic:** [Toggle character count display for form fields in Grants Management](https://www.servicenow.com/docs/B3ZYxA98nNWGU~YAbz8Hgw "Toggle the character count for form fields in the Grants Management to display the remaining number of characters available in the text field.")  
**Next topic:** [Configure a currency in Grants Management](https://www.servicenow.com/docs/MAq~jVDISA_jPW6Qsiz3jg "Grants Management currently only supports single-currency mode.")

*[\>]: and then