Ginny,
I agree. This is exactly how we manage our records retention and disposal.
Each entry in our database is linked to a records retention code/rule. Then
each time we "run" our disposal notices, the records in our database are
calculated against the current set of retention business rules. These rules
can be changed at any time - we usually update annually - and we add Records
Freeze and Hold rules on any given day.
Only those records that met the retention requirement at that time (and are
not on freeze or hold) will appear on the disposal notices.
We are now starting to add the SAP Archive Objects and Legacy Data File
objects to standardize the retention/disposition of all Company records
against the same set of retention business rules. These objects will only
be deleted/destroyed when we issue the Disposal Authorization list to the
storage management team.
Thanks Mary
Mary W. Haider, CRM
Records & Information Manager
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