
Delete temporary exports according to a defined trigger
Temporary exports should not become permanent shadow datasets. Tie retirement to the task, report refresh, case closure or approved retention schedule. Check downloads, email, chats, notebooks, cloud sync, version history, backups and removable media before claiming completion.
Control every copy and transition
- 01Name the event that ends the export’s business purpose.
- 02Check for holds, investigations and approved retention obligations.
- 03Inventory primary, synchronized, emailed, cached and backed-up copies.
- 04Approve deletion or archive transition with the data owner.
- 05Use a media-appropriate sanitization process when devices are reused or disposed.
Keep evidence without duplicating the data
Record trigger, owner, export range, systems checked, exception or hold, disposition method, completion evidence and next review without reproducing the dataset.
Stop and investigate when
- Exports remain forever because storage is inexpensive.
- Deletion proceeds despite an active case or required hold.
- Emptying trash is claimed to sanitize every underlying medium.
Protection lives outside the CSV format
CSV has no password field; product safeguards stored exports, not in-app CSV encryption or SaaS settings. Validate source permissions, destination controls, derived files and plaintext residue separately.
CSV protection questions
Is deleting the CSV enough?
Only if all relevant copies, versions and backups are addressed according to policy.
Does an encrypted container remove retention duties?
No. Encryption reduces some exposure but does not decide how long data should exist.
Sources for this decision
Links support specific format or protection decisions and do not imply endorsement.