Larry wrote:
>HELLO!!!  The retention requirements placed on information being stored
at the time they were generated or received STAY WITH the information
until they reach that point.  You don't reschedule records during their
lifecycle, which is why you don't discard past copies of your retention
schedule or the reference materials used to establish them in the first
place until all impacted records have met their assigned retention!
Sure, you may establish new and different periods for new materials, or
you may extend or suspend destruction due to business needs or legal
matters, but you don't otherwise change them.

Larry, I have to honestly disagree with you on this one. With only a few
exceptions (for example, HIPAA requirements, which took effect on a
specific date and specifically did not apply to records created before
that date), changes to retention requirements are applied to all records
currently managed within the record series, even records created prior
to the change, unless otherwise stated in the relevant regulation. 

Dwight Wallis, CRM
Records Administrator
Multnomah County Fleet, Records, Electronics, Distribution and Stores
(FREDS)
1620 S.E. 190th Avenue
Portland, OR 97233
Phone: (503)988-3741
Fax: (503)988-3754
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