Beatrice Williams, in regard to assigning an date for the retention field for permanent records asked - " Do InfoTech (IT) have a logical argument? "

Beatrice,

At a previous employer, we dealt with a similar situation by assigning a date of 99/99/9999, using that date both for "permanent" records and for event-based active records.(using a null value didn't work because the underlying SQL queries would not work properly).

This worked very well for both instances since it allowed the "trigger" date for disposition to be assigned to the event based records only after the occurrence of the triggering event.

Mary Hilliard, CRM
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