Lisa,
Whatever changes are made, previous issues of the schedule should be kept in
the event that legal records information is requested at a later date.
Retention can and should be changed as requirements change but past policy and
compliance with that policy should be retained.
Items may be deleted from the schedule if all records have met the required
retention and have been destroyed. If there are still items in storage then
the item remains on the schedule without any office retention. If the item
remains current and the retention is increased, no problem. If the retention is
decreased then you need to retain the prior history and related authorization.
Trust that is directed to your question. Of more specific, let me know.
Bill Benedon, CRM, FAI
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