Melissa,

I think your definition of a business record is good.  However, I'm curious
what you would call and how you would define that material that is in the
second circle (Company Record) but outside of the third circle (Company
Business Record).  What other kind of "record" is there that isn't related
to the business of the company, and if it is a "record" why would it not be
included on the Record Retention Schedule?

Greg Schildmeyer, CRM

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of Melissa Guenther
Sent: Monday, June 18, 2007 10:40 AM
To: [log in to unmask]
Subject: Re: Records Definition

The best definition I've used that has worked very well for me is the
following:
Picture a large Circle - everything within the large circle is Company
Information
Now picture a smaller circle within the larger circle - everything
within the smaller circle is Company Record
Now picture an even smaller circle within the second circle - all that
is Company Business Records

A Company Business Record is a Company Record that:
1) Is necessary for the ongoing business operations of the Company, or
to comply with legal, tax or other regulatory requirements AND;
2) Documents business decisions, transactions, policies or positions,
operations or other official business of Company; AND
3) Falls within the description of a Record Retention Series or type in
the Company Record Retention Schedule/ 

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance