Hilarious. Frankly what I would do is walk up to the writer of the memo,
stick out my hand and say "Hi, I'm David McLallen, I'm the records manager
here, nice to meet you. Have we met before?" (better if you have met the
person which I asusme you have). Then I'd go into 2-sentence spiel about
what a records manager is and does, re-capping it with something like "...so
that means I'm the person you come to with these questions, and I'm the
person who makes these decisions and provides the recordhandling
instructions, any questions?....."
maureen cusack
san francisco, ca
On Thu, Sep 24, 2009 at 8:46 AM, Jon Quandt <[log in to unmask]> wrote:
> This is hilarious, but all too typical - a lot of my colleagues shake
> their heads in disbelief (often with expressions of drop-jawed "no
> way!") when I tell them war stories such as this one. But as a vendor
> in the document management and recovery business, it's stuff like this
> that's my bread and butter.....
>
> Jon
>
> Jon Quandt
> Account Representative
> Office Interiors Filing Systems
> 10168 Cedar Ridge Drive
> Ashland, VA 23005
> 800-728-7874 Ext 124
> Fax: 804-550-7648
> www.oi-filingsystems.com
>
>
>
>
> -----Original Message-----
> From: Records Management Program [mailto:[log in to unmask]] On
> Behalf Of peter.kurilecz
> Sent: Thursday, September 24, 2009 11:32 AM
> To: [log in to unmask]
> Subject: Re: Attorneys give me a headache
>
> On Thu, Sep 24, 2009 at 11:01 AM, McLallen, David <
> [log in to unmask]> wrote:
>
> > <legal assistant wrote>
>
> I will
> > do so but I want to make sure this has your "blessing" because there
> are
> > so many documents that I have no idea what their value is.
> >
>
> this is one of the funniest letter's i've read in a long time.
>
> from it I suspect the original purchase agreements were sent to the
> vault
> for protection as a vital record. but the statement above tells me that
> the
> 'legal assistant' needs some training as to what the various documents
> in
> the file are for. I suspect that the file contains correspondence.
> addendums
> to the agreement and other information that could prove useful in case
> of a
> lawsuit or dispute.
>
> not sure how your retention schedule reads, but I would make sure that
> for
> purchase agreements it includes a statement that says something to the
> effect " may include correspondence, invoice copies, addendums and other
> records related to the performance of the agreement. Original signed
> purchase agreement is stored in Finance Dept vault as part of Vital
> Records
> protection program" just a suggestion
>
>
> --
> Peter Kurilecz CRM CA
> [log in to unmask]
> Richmond, Va
> Information not relevant for my reply has been deleted to reduce the
> electronic footprint and to save the sanity of digest subscribers
>
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--
Maureen,
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