Renee
In addition to retention schedule, you will need to know the age of the
materiel and whether any of it is ever retrieved for reference use. During
retrieval you could inventory. You could set an arbitrary date such as ten
years if it is never used, and while disposing check for certain information
required by law to be retained for the organization. Check with your legal
department for help. The other question is whether these are duplicated in
digital form or whether duplicates exist elsewhere?
Fern Phillips, CRM
www.pfern.info
www.fernsblog.wordpress.com
--------------------------------------------------
From: "Renee Schroeder" <[log in to unmask]>
Sent: Friday, May 11, 2012 6:56 AM
To: <[log in to unmask]>
Subject: Question about options for large purge
> Problem: 1,000's of boxes at offsite offices (nationwide) that consist of
> historical client related materials. Introducing RM to our field offices
> and have to clean up the historical and train on go forward process. The
> most conservative approach would be to inventory each box...however, would
> take years to complete and $$$$.
>
> Question: I am looking for feedback on process solutions for the cleanup
> that would not require that we go through each box. Does anyone have an
> approach that mitigates risk and is still a lean process? For example,
> leanest process would be to "back up the trucks" and shred everything.
> Perspective on risk of that approach? Is it defensible? Anyone have
> ideas on variation of the total shred?
>
> Would welcome folks experience in this area.
>
> Renee K Schroeder, MBA
> Manager
> Corporate Records Management
>
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