Kim--

We just upgraded to CARM from FileSurf in November. I started researching 
the retention module to see how it works and integrates with the files 
module and potentially our DMS  and selected shared drives. To date I've 
only just populated the retention codes, then had to put the effort on 
hold. I too would like to hear about experiences and advice on setting it 
up effectively. The guide provided by CA leaves a bit to be desired and 
our tech support contact at CA, while very helpful and knowledgeable, is 
not in a position to spend time walking me through it unless I have 
specific issues to be resolved.

Like you, I too am in the CRM testing-taking process, though I've only 
taken and passed part 5. Nerves and sporadic flights of confidence kept me 
from taking parts 2-4 this month, but expect to get them done at the next 
opportunity.

Best,

Stephen Cohen, Records Manager
MetLife \ Legal Affairs
1095 Avenue of the Americas
New York, NY  10036-6796
212-578-2373
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