And to go back to Larry's prioritization of the factors, the "Business need" 
as I tell my clients, must be valid and well articulated, and can not be, 
"Just because or Just in case." to use plain language, lest the legal staff 
will be left with a schedule they can not defend.  Thankfully I am running 
into more and more attorneys that are getting the message and scrutinizing 
RM policies and schedules to make sure they are defensible before they get 
into litigation or investigations.

Tod Chernikoff, CRM

--------------------------------------------------
From: "Peter Kurilecz" <[log in to unmask]>
Sent: Thursday, October 02, 2008 12:48
To: <[log in to unmask]>
Subject: Re: [RM] WAS Re: E-mail...Record Destruction NOW: How to calculate 
retention periods

> I'm like SteveW
> Huh? transfer to a new records series?
>
> LarryM could you provide an example?
>
> thanks
>
> On Thu, Oct 2, 2008 at 12:41 PM, Steven Whitaker 
> <[log in to unmask]>wrote:
>
>> Huh?     Once a record meets the retention it is destroyed/deleted per
>> policy; not transferred to another record series.   The retention for
>> any record series is the  LONGEST  of those five researched and
>> evaluated retention factors.
>>
>>
>>
>> >>> [log in to unmask] 10/2/2008 9:00 AM >>>
>> On Thu, 2 Oct 2008 08:48:03 -0700, Steven Whitaker
>>
>>
>> It's also important to ensure your retention schedule includes
>> instructions
>> that state once records within a series meet the REQUIRED retention,
>> they
>> are transferred to a NEW RECORD SERIES, and that the retention period
>> for
>> the new series applies to them at that time.
>>
>>
>>
>
>
> -- 
> Peter Kurilecz CRM CA
> [log in to unmask]
> Richmond, Va
>
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