Patrick (and everyone),
 
Thanks for the advice. I really think we are heading toward Patrick's 
model.  It helps to hear we're doing the right thing, and the added 
elements we will need. 

Cheers and thanks again, 

Melissa 






Patrick Cunningham <[log in to unmask]> 
Sent by: Records Management Program <[log in to unmask]>
08/04/2008 05:07 PM
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Records Management Program <[log in to unmask]>


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Subject
Re: HELP! lawyers want to take over the RM policy with a book on legal 
holds....






As a policy, your records management policy should be relatively brief. A 
policy is not supposed to be a "how to" manual. You should certainly 
reference Legal Holds (and Tax Holds as well) in your policy statement. 
These are good things. The "how to" aspect of Legal Holds should be a 
separate procedures document. The actual holds should be maintained in a 
database where employees can look to see what impacts them. Your Policy 
document should not include the retention schedules or any procedural 
matters. Those should be separate documents. 
All of these items should be inter-related and hyperlinked. We do not ever 
give instructions on disposition of records without reference to Legal and 
Tax holds. We also refer employees to the Historical Archives Collection 
Policy. Likewise, the Archives and Law department do not issue disposition 
orders without reference back to us.
Be pleased that you're connected there and take the opportunity to discuss 
with your Legal department the synergies between what you do and their 
litigation support activities. Familiarize yourself with the E-Discovery 
Reference Model. (http://www.edrm.net)
 Patrick Cunningham, CRM
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"Those who would give up essential liberty to purchase a little temporary 
safety deserve neither liberty nor safety."
Benjamin Franklin, Historical Review of Pennsylvania, 1759


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