I agree with Pilar. 

In response to Larry:

  
>Actually, this would be the easiest condition I would think. It would
be based on generation/creation date and you >could add an alpha
character or a "dash number" to the new retention period but retain the
existing record series
>code.  The system would simply calculate the date against the various
records and apply the appropriate schedule.


I don't think this would be easy at all and particularly confusing,
especially if you are refreshing your retention schedule every 18 or so
months.

Again, I agree with Pilar that once you have updated and rolled out the
new approved retention schedule all company records are subject to the
new retention schedule.  

Just one woman's opinion.  


Stephanie Williams
Records Administrator
Tronox LLC
P.O. Box 268859 
Oklahoma City, OK 73126 
405-775-6546




-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Pilar McAdam
Sent: Tuesday, August 12, 2008 10:10 AM
To: [log in to unmask]
Subject: Re: Are new retention periods retroactive?

Updated retention periods should apply to all records in your
possession.  However, you should retain copies of all earlier retention
schedules so that you can justify why you disposed of records according
to the previous (shorter) retention period.

Pilar C. McAdam, CRM
Director of Legal Information Systems
Sheppard Mullin Richter & Hampton
[log in to unmask]

 
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