For consultants: keep session records tidy and compliant
For consultants: keep session records tidy and compliant
Principal consultants see stale session records inflate reports and create compliance risk. Purge rules remove sessions older than 90 days, ensuring accurate reporting and cleaner operational records.
Overview
Stale session records skew utilization metrics and expose consulting firms to compliance risk. This workflow enforces a 90-day retention rule so principal consultants get reliable reports and smoother audits — customers report cleaner datasets and fewer surprises.
Notable Features
- Delete session records after 90 days
- Filter by client and project tags
- Notify principal consultant on exceptions