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Contact Centre retention schedule

Version 5.0, adopted November 2025, expires end November 2027.


A PDF version of this retention schedule, including full version history, is held in the EDRM Retention Schedules folder.

See an explanation of the 6+ Rule and all other standard disposition codes.

Contact Centre: covering remote contact with public

All the following are forms of transient data, to be destroyed after the period indicated or captured in a record keeping system.

CON 01.01: Process of managing incoming enquiries to the Contact Centre

Disposition: D<1 – destroy 6 months after receipt

Example(s): Correspondence (email)

Rationale: Operational

CON 01.02: Process of managing outgoing responses from the Contact Centre

Disposition: D<1 – destroy 6 months after sending

Example(s): Correspondence (email)

Rationale: Operational

CON 01.03: Process of monitoring staff / customer interaction by telephone, direct messaging or equivalent means

Disposition: D<1 – destroy after six months

Example(s): Recorded phone calls/customer messages

Rationale: Common Practice

CON 01.04: Process of recording notes temporarily, in order to update an electronic system at a later stage

Disposition: D<1 – destroy note or notebook on closure

Example(s): Example(s): notes taken before data is input into electronic system

Rationale: Common Practice