Hello all,
after I pressed the send, I realized that this is a financial institution
and if covered under SEC guidelines must retain all e-mails, voice mails
etc. fro a 3 year period, automatically, therefore I would suggest you
interpret based upon your legal and regulatory requirements.
thanks,
Liz
Elizabeth Castro, MBA, CRM,CDIA+
Records and Information Manager
Canon USA Inc., Legal Department
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516-328-5118
__________________
Hello All,
When an individual leaves or transfers within the company, the individuals
manager must review the information hardcopy or electronic (this is
inclusive of all information) to determine its criticality to the
department, ergo the corporation.
That said, we utilize a form to provide an audit trail for all the
information. This form ties in to the corporate general retention
schedule, in that when the associate leaves, a record item on the
retention schedule notes "Former Associate Information" and no matter the
media stored on, must be reviewed by
a) the replacement individual if there is one, b) the department manager
and then the a maximum retention period of one year in noted on the
retention schedule.
Again, this is provided it has been determined that this information is
not part of the mission critical business process of the
dept/organization and can be discarded after the retention of 1 year.
Regards,
Liz
Elizabeth Castro, MBA, CRM,CDIA+
Records and Information Manager
Canon USA Inc., Legal Department
[log in to unmask]
516-328-5118
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