This page shows the complete list of record types in your retention schedule.

Graphical user interface, text, application, email Description automatically generated

The number next to each record type name indicates the number of areas in which that record type is found.  If there is a scenario where two or more of the same record type names have different retention rules, a unique record type will be listed, even if the record type name is the same.
 
The following configure columns are described:
 
Record Type. Lists all record types currently included in the schedule.

Description. Description of Record Type.  Not all record types have a description by default, however you can add your own description. 

Best Practice. The Jordan Lawrence best practice retention standard.  The retention rule is either a legal citation (CFR, USC, etc.) or a non-legal retention practice such as Legal Consideration or Corporate Standard.

Approved Standard. Represents the approved retention for the organization's record type that will show on the retention schedule.  You’ll notice all record types that originate from Jordan Lawrence standards will already have the APPROVED STANDARD retention populated, and it will mirror the best practice.  The approved standard can be based on your own business needs.

Retention Trigger. An event which will activate the start of a record type’s retention.

Code. Unique number given to a record type.