Thank you, Elysia. Your response is very helpful.
Donna
Donna M. Malzone l Records Manager
ProMutual Group
101 Arch Street
Boston, MA 02110
work: 617 428-9821
From: Elysia Guzik <[log in to unmask]>
To: [log in to unmask]
Date: 08/25/2010 09:47 AM
Subject: Re: Records Retention Schedule and the term ACT+
Sent by: Records Management Program <[log in to unmask]>
Hi Donna,
I'm still relatively new to the profession, so others may have more
in-depth insights into this issue.
In my experience, a good way of phrasing "disposition" or "trigger
event" in terms that are a bit more accessible is to refer to the
"trigger" date as a termination date. For people who are familiar with
termination dates for agreements and contracts, this will be
particularly helpful. In other words, the date that the record becomes
inactive is the date when its contents are no longer relevant/ outdated.
Some types of records need to be kept for a certain period of time even
after they become outdated for evidence purposes (i.e. to show that a
business transaction or activity did in fact occur).
Hope that helps,
Elysia Guzik
Records Management Analyst
_______________________
Egon
Zehnder
International
Egon Zehnder International Inc.
Suite 3920
Brookfield Place, 181 Bay Street
P.O. Box 810
Toronto, Ontario M5J 2T3
Canada
TEL +1 416 364 0222 ext. 233
FAX +1 416 364 0955
http://www.egonzehnder.com
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Donna Malzone
Sent: Wednesday, August 25, 2010 9:09 AM
To: [log in to unmask]
Subject: 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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