I have done this sort of thing as I have Departmental Retention
Schedules. I also have a General Retention Schedule which cover Records
Series that ALL department have.

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.
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Greene, Ben
Sent: Thursday, September 24, 2009 1:59 PM
To: [log in to unmask]
Subject: Policy Retention

List,

 

I would like to define retention of my company's policies by creating a
few
different groups based upon type of policy.  I believe that not all
policies
are similar in nature and perhaps some should carry longer and/or
shorter
retention than others.  I am thinking of having all policies fit into
one of
these categories:  Administrative/Operational Policies; HR Policies;
Lending
Policies (I work for a bank); and Compliance/Regulatory Policies.

 

Has anyone taken this approach, and if so, how did you specifically
define
administrative from operational policies?  I welcome any feedback from
the
list on this approach as well.  Thank you in advance. 

 

Ben Greene CRM,ermp

Corporate Records Management / Vendor Administration

TCF National Bank

(ph) 612.661.7050

(fax) 612.661.8574

[log in to unmask] <mailto:[log in to unmask]> 

 

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