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Administrator Guide
Last Updated: 2023-09-08
Steps: Purge Student Document Attachments

Steps: Purge Student Document Attachments

You can permanently purge attachments to Student Documents when you no longer need them.
Workday can't reverse the data that you purge. Exercise caution when you grant access rights to purge data. We recommend that you test the data you want to purge in your implementation and sandbox tenants.
You can use the
Manage Purge Settings
 task and the
Do Not Purge
 report field to exclude students from the purge action.
Workday also provides report data sources and purgeable data types that you can identify in a custom report.
  1. Configure the
    Manage Purge Setting Event
     business process and security policy in the Student Core functional area.
  2. (Optional) Select
    Business Process
    Edit Definition
     on the
    Manage Purge Setting Event
     business process.
    See Edit Business Processes.
  3. Edit Domain Security Policies.
    Configure security for these domains:
    • Set Up: Do Not Purge Student Reasons
       in the Student Core functional area.
    • Purge Person Data
       in the System functional area.
  4. Access the
    Maintain Student Do Not Purge Reasons
     task.
    Add reasons for not purging documents related to a student. Example: Legal or unpaid balance.
    Security:
    Set Up: Do Not Purge Student Reasons
     domain in the Student Core functional area.
  5. Access the
    Configure Profile Group
     task.
    Add the
    Other Student Information
     report to these profile groups:
    • Personal for Student
    • Personal for Student Prospect
    Security:
    Set Up: System
     domain in the System functional area.
  6. Create a report that generates a list of students for whom you want to purge documents data. Select a
    Data Source
     based on the business object that you want to purge. Example:
    Students
     or
    Student Documents
    .
  7. Access the
    Purge Privacy Data
     task and select the custom report.
    From the list of purgeable data types, select the attachment data to purge. Confirm the purge action.
    Security:
    Purge Person Data
     domain in the System functional area.
  8. Schedule a mass operation for purging data. Create a segment-based security group for approving your data purge operation.
Workday purges the specified student documents.
You can view the student data purge setting on the
Other Student Information
 report on the Personal profile group of the student or prospect profile.