I guess I started by asking about paper but what you've shared Julie is an important point in that retention should be applied regardless of the media.  If I have an e-mail request or a phone call, a walk in, or paper form, shouldn't the retention be applied to each equally?
 
Thanks
Barry
 
Barry Malone
Mgr Global R&D Records Management
500 Arcola Road
Collegeville Pa. 19426
Maildrop A1108G
484-865-2345
Fax 484-865-9271
[log in to unmask]

>>> [log in to unmask] 8/8/2006 12:09:53 PM >>>

Larry wrote:  "... The requests are kept in a chron file and maintained
for CY+1, and a copy of the request is retained with the out card in the
file location until the file returns ..."

We also keep the requests in chron order (foldered by month).  And, we
also use out cards in the file location but do not keep a copy of the
request with them.  Often we receive verbal requests, in person or over
the phone, and do not require the requestor to fill out a form.
Instead, the essential info from the request is recorded on the out card
(who, what, when); so far, that has been sufficient for our needs.

One of our significant drivers for setting the retention period is
limited filing space which, obviously, necessitates a shorter retention
to avoid incurring additional processing requirements (imaging, off site
storage, etc.).  I wonder though, Larry, why keep yours so long?
Convenience, lesson learned, something else?

Julie
Note:
This message and any attachments from the law firm Arnall Golden Gregory LLP may contain CONFIDENTIAL and legally protected information.  If you are not the addressee and an intended recipient, please do not read, copy, use or disclose this communication to others; also, please notify the sender by replying to this message, and then delete it from your system.  Thank you.

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance



List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance