PKPEEK Docs
Docs/Oversight, support & audit

Retention, offboarding and closure

Screen 8.8 — track work cessation, agency export, access revocation, holds and authorized disposition.

PEEK Platform Administrator

/peek/customers/tenant-a/8-8
Live walkthrough · Retention, offboarding and closure
/peek/customers/tenant-a/8-8
  1. 1

    Stop new work

    Record new-work cessation for the customer.

  2. 2

    Agency export

    Record the agency’s export receipt.

  3. 3

    Revoke access and credentials

    Security revocation may precede export.

  4. 4

    Check holds

    Any blocking hold stops destruction.

  5. 5

    Disposition

    Destruction requires explicit retention authority; pending backup obligations remain visible.

Heads up — A subscription lapse never overwrites or automatically deletes accepted history, and does not grant unrestricted historical access. Retained records stay permission checked.

8.8 · Retention Offboarding & Closure

Track export, access revocation and authorized disposition. Open it at /peek/customers/tenant-a/8-8 (any tenant ID you can access works in place of tenant-a). The primary action is Execute approved closure step, which requires offboarding.execute.

How 8.8 works

  1. 1. Record work cessation, agency export receipt, access/credential revocation, holds, disposal authority and backup obligations

Screen 8.8 contract

Fields shown
Agency receipt, retention authority, holds, backups, closure evidence
Primary action
Execute approved closure step
Required capability
offboarding.execute
Validation
Destruction requires explicit authority and no blocking hold. Security revocation may precede export. Pending backup obligations remain visible.
Successful outcome
Closure records all required conditions and residual obligations; retained records remain permission checked.
Screen states
Loading; empty; ready; restricted; stale; error; review pending
Audit event
admin.screen.8.8.action (acceptance test AT-UI-8.8)
Requirements
R02, R06, R25, R28, R35, R37, SYS02, SYS04, SYS06, SYS10, SYS11, SYS20, SYS23, UI-8.8
Boundary — Separate new-work cessation from authorized records access, export, holds and disposal. Subscription lapse does not overwrite or automatically delete accepted history.
Rejected even if the browser allows it — Expire a subscription and attempt automatic deletion or unrestricted historical access; deny both without separate authority.

Related guides

Modules and subscriptions

Screen 1.4 — record purchased module entitlements, terms and quotas with commercial evidence; the module catalog explained.

Module change and continuity review

Screen 1.11 — simulate a planned module change and review impact on jobs, handoffs, navigation and retained records before committing.