In addition, Larry's method becomes increasingly important as the series descriptions become broader and/or buckets get bigger.

Tod Chernikoff, CRM
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--------------------------------------------------
From: "Steve Morgan" [log in to unmask]
Sent: Monday, September 14, 2009 17:26
To: <[log in to unmask]>
Subject: Re: [RM] Vital Records

< I understood the question to be more in line of should those records listed on the retention schedule that are Vital Records be specifically identified as such on the schedule.>

My apologies, Ginny, I read it differently, more in "general." 
 
Anyway, in my opinion, I believe they should be specifically identified on the Retention Schedule, to avoid any problems/mistakes.
 
I also like what Larry wrote, " It might be possible to state "series includes some vital records" and then provide a pointer out to an independent list of which records within the series are vital, or to
have an "A, B, C..." listing within a series to describe each record type (by name) within a series is vital and annotate is as such, but unless this is a limited number of records, it seems like a lot of extra work to maintain."

Steven D. Morgan
Records Manager, C.J. Segerstrom & Sons
Costa Mesa, CA
714.438.3228 Phone
714.546.9835 Fax

Behind every successful manager is a Records Manager.

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