Suggest Totara Learn features

TL-17912 - Scheduled user data retention and deletion / purge

 
Tom Ireland
TL-17912 - Scheduled user data retention and deletion / purge
by Tom Ireland - Wednesday, 22 August 2018, 2:58 AM
Group Totara

Problem

Currently the user management functionality allows the automation of user data purges based on user status, but there is no consideration given to how long a user has had that status.


Suggestion

It has been suggested that some mechanism to schedule or mark the retention time for certain types of data for later deletion / purge be developed.

This would accommodate organisations who have to keep user data for x years after the learner has left the organisation or been been suspended. etc., and allow them to automate this process.

Steph Wild
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Steph Wild - Thursday, 23 August 2018, 12:11 AM
Group Learn Site Administrator
+1 for us, this would be really useful
Tijs Holkenborg
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Tijs Holkenborg - Wednesday, 29 August 2018, 4:30 AM
Group Partners
+1 from The Courseware Company
This forum post has been removed
Thursday, 6 December 2018, 7:55 AM
The content of this forum post has been removed and can no longer be accessed.
Rickard Skiold
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Rickard Skiold - Thursday, 6 December 2018, 11:01 PM
 
+1 from Xtractor as well!
Jani Lemmetyinen
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Jani Lemmetyinen - Tuesday, 11 December 2018, 6:16 AM
 

+1 from Discendum. We have several client requests related to this. Some viewpoints:

  • There is some variation between clients when automatic purge should be done, e.g. client A has a need to purge 3 years after suspension and client B has need to purge after 5 years.
  • But there could also be different use cases inside client organisation, therefore ideal solution would able to set up several automatic purges, e.g. set internal users to purge after 3 years of suspension, and externals after 2 years of suspension. This needs user filtering when creating automatic purges so maybe this could be selected on Bulk User Actions? A user case could be based on organisation data or any user profile field.

Cheers,

Jani

Angela Grollmisch
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Angela Grollmisch - Tuesday, 22 January 2019, 11:43 PM
 

I see that it has TL-number. What's the roadmap?


This really necessary. It is nothing nice to have because if not, you need to purge deleted users manually each day. Legal regulations quite often say how long personal data have to be stored and accessible.


When will this be implemented?


Thanks a lot, Angela Grollmisch

Joyce Darimont
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Joyce Darimont - Thursday, 4 July 2019, 3:36 AM
 
This would be a very useful feature for us!

Currently we need to manually suspend users that are inactive for a longer period of time.


For example:


A user is created and is required to complete a certificate. This certificate is valid for 5 years and the user will not log into the system again until he needs to recertify himself for this certificate.

These users could be suspended after 1 year. When the user does log in again after being suspended, his account becomes active again avoiding a manual action by an administrator to activate the account again..

In this period, user data might be purged because he has been suspended.


Antonio Basile
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Antonio Basile - Wednesday, 11 September 2019, 10:31 AM
Group Learn Site AdministratorGroup Partners

+1 from Humanage!

Thanks

Matt Barets
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Matt Barets - Thursday, 12 September 2019, 12:33 AM
 

+1 for us, this would be great.

This forum post has been removed
Thursday, 12 September 2019, 4:14 AM
The content of this forum post has been removed and can no longer be accessed.
Lynn Cauwels
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Lynn Cauwels - Monday, 7 June 2021, 4:38 AM
Group PartnersGroup TXP Site Administrator
+1 from The Learning Hub, this would be beneficial for many of our customer who now do this process manually 
David
Re: TL-17912 - Scheduled user data retention and deletion / purge
by David Shaw - Tuesday, 8 June 2021, 1:44 AM
 

+1 from Kineo as well

Sergi Cervell
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Sergi Cervell - Wednesday, 23 February 2022, 7:53 AM
 

+1 for our needs (Actua Solutions) and our clients' ones mainly.

This feature is often requested and would be most welcomed.

Angela Grollmisch
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Angela Grollmisch - Tuesday, 1 March 2022, 4:09 AM
 

That would be fantastic. 

Chris Snyder
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Chris Snyder - Tuesday, 28 June 2022, 4:56 PM
Group Totara

Hi all, 

I posted recently about a proposed improvement to resolve this issue, 'Scheduled user status transitions'. 

Please see https://totara.community/mod/forum/discuss.php?d=25840 for details and discussion.

Thank you!

Angela Grollmisch
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Angela Grollmisch - Wednesday, 29 June 2022, 6:05 AM
 

Hi Chris, I clicked on the link provided and it tells me: This course is currently unavailable to learners.

I know that there have been a "rating" question and a couple of other community members are waiting for it. When do you think, there will be a solution for it? 

Many thanks, Angela

Paul Lowndes
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Paul Lowndes - Wednesday, 29 June 2022, 8:45 AM
Group Most Helpful Contributor 2021

Yes I got this message as well.

Currently implementing a customisation to cover this now ahead of our T16 upgrade over the summer so I could do with more information on this  as we may need to roll this work back.

Chris - Can you confirm this has been implemented and what the funtionality is please?

Thanks

Paul

Chris Snyder
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Chris Snyder - Wednesday, 29 June 2022, 9:48 PM
Group Totara

Sorry about that, here is the post in full:


Hi all,

We are thinking about enhancing our user data management suite to include automated purging of user data after a period of time has elapsed. We have a solution, but we’re looking for some feedback on the details.

Rather than scheduling the purge itself, our proposed solution is 'Scheduled user status transitions'. This will allow admins to schedule when users should be suspended or deleted, based on some criteria. When the status transition happens, user data purge would occur just as it does now for a manual status change. 

The interface would look something like this:

Prototype of user status transitions table

A schedule can apply to all, or a subset of users – since this is likely to be used in the context of data purging, we can’t rely on user data to identify those users (e.g. profile fields or job assignments), so we are proposing to use purge types, i.e. apply a schedule to that subset of users who have a specific Suspended or Deleted Purge Type applied. Applying a purge type is already a bulk action that can be performed on any subset of users.

Scheduling would be dynamic, based on time elapsed relative to one of three fields:

  • User suspended date
  • Last access time
  • User profile custom date field

Finally, we are currently only considering transition from active to suspended, and from active or suspended to deleted.

Our questions to you:

  1. What would you think of this, as the first release of a new feature? 
  2. What gaps do you see in terms of solutions you've already implemented, or that would be nice for administrators to have?
  3. For those who have implemented a solution like this already, how have you dealt with other functionality that alters user status, such as HR import or user upload?

Thank you!

Paul Lowndes
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Paul Lowndes - Thursday, 30 June 2022, 1:03 AM
Group Most Helpful Contributor 2021

Hi Chris 


Thanks for the update. I'll pass this on to our Dev team for comment .


To confirm then, this is still in the early stages of development and not available in T16?


We'll probably implement out customisation in the mean time and review later down the line .


Thanks again.

 Paul 




Matt Barets
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Matt Barets - Thursday, 30 June 2022, 2:08 AM
 

Hi Chris

This looks very interesting and we're looking forward to seeing it released, especially for the suspended to deleted transition in our case.

Quick question, for the dynamic scheduling, instead of using a user profile custom date field, wouldn't be better to use audience membership?

My thinking is that audiences might be the most flexible way to group different data retention policies across an organisation (e.g. employees, contractors, work placement, etc.)  Just a thought to share.

Regards

Matt

Tony Richens
Re: TL-17912 - Scheduled user data retention and deletion / purge
by Tony Richens - Thursday, 6 October 2022, 2:41 AM
Group Partners

This is a +1 from Kineo.

We have had a number of clients requesting this functionality