Workspaces and archives

Workspaces are your committees and teams: each has its cases, tasks, calendar and files. Archives are where finished work rests under retention rules - preserved, then reviewed, never silently deleted.

Workspaces

1. Create a workspace for each committee or team from the workspaces area.
2. Work inside it: cases, tasks, notes, calendar and files stay grouped by committee.
3. Transfer a case to another workspace when responsibility moves - the full timeline follows, so nothing is lost in the handoff.

Archives and retention

Archiving a resolved case moves it through stages: archived (out of daily lists, history preserved) → retention review (someone decides its fate) → anonymized or destroyed (personal data removed or record deleted, per policy).

What happens behind the scenes

Workspaces are permission boundaries: membership in a workspace decides which cases and files you see. Archiving only masks records from routine queries; the data and its audit trail stay intact until an explicit, reviewed disposition action runs. Destruction itself is controlled and logged - there is no silent delete anywhere in this lifecycle.

See also

• Managing cases - the case lifecycle.
• Notes, calendar and tasks - workspace daily tools.