I hate the use of current year + x. a better phrasing would be Retain for 1 year after the end of the year. retention is calculated from the youngest record. and yes it does mean that some records will be kept for more than 1 year. one needs to make the decision on doing an annual purge or a monthly purge. current year + x phrasing goes back to the days of filing cabinets and the amount of space available. The records to be kept in the cabinet were the current year and x previous years where x = 1, 2, 3 etc. On Mon, Dec 29, 2014 at 2:26 PM, Roach, Bill <[log in to unmask]> wrote: > > 2.) Change this retention timeframe and any like it to a timeframe that > is much less likely to cause confusion. > > - Retention timeframe: Current Year + 1 year > > -- Peter Kurilecz CRM CA IGP [log in to unmask] Dallas, Texas Save our in-boxes! http://emailcharter.org http://twitter.com/RAINbyte http://tech.groups.yahoo.com/group/RAINbyte/ http://paper.li/RAINbyte/rainbyte https://groups.google.com/d/forum/archives-in-the-news http://pinterest.com/pakurilecz/archives/ http://pinterest.com/pakurilecz/records-management/ http://www.linkedin.com/in/peterakurilecz #*CantbeworsethanPeterk* <https://twitter.com/hashtag/CantbeworsethanPeterk?src=hash> Information not relevant for my reply has been deleted to reduce the electronic footprint and to save the sanity of digest subscribers List archives at http://lists.ufl.edu/archives/recmgmt-l.html Contact [log in to unmask] for assistance To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message. mailto:[log in to unmask]
