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Subject:
From:
Tod Chernikoff <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Wed, 25 Aug 2010 09:27:16 -0400
Content-Type:
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Donna:

The manner in which I have endeavored to write records retention schedules is to use more business language as opposed to records management jargon or abbreviations.  In addition I try to avoid the "+"

I typically would have a schedule in a database or table form and the columns including categories such as records group or function, ID number, name or title, description, retention period (number), retention unit (years, months, days, etc.) and Trigger.  I try to minimize the number of Trigger types in the overall schedule.

So for example

Finance || 201 || Audit Reports || Internal and external audit reports || 5 || Years || After report is issued

Hope this helps.

Tod Chernikoff, CRM
[log in to unmask] 
www.twitter.com/tchernik 

--------------------------------------------------
From: "Donna Malzone" <[log in to unmask]>
Sent: Wednesday, August 25, 2010 09:08
To: <[log in to unmask]>
Subject: [RM] Records Retention Schedule and the term ACT+

Hi Everyone,
 
Our department records coordinators would like me to be able to simplify the term ACT+, which are those records that need to be retain an additional period of time once the "Active Event" has expired or the Start Point  for the retention begins.  The terms that are being considered are Trigger  or Disposition. 
 
I am struggling to articulate this into simplified terms. 
 
Any insight would be extremely helpful. 

Thank you,
 
Donna Malzone

Donna M. Malzone l Records Manager
ProMutual Group
101 Arch Street
Boston, MA  02110
work: 617 428-9821

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